AUXAX Auxier Focus Fund Class A

This is an open ended mutual fund. The investment seeks to provide long-term capital appreciation. The fund invests primarily in a diversified portfolio of equity securities that the adviser believes offer growth opportunities at a reasonable price. The adviser will pursue an investment blend of equity securities of growth companies and value companies. Although the fund may invest in companies of any market capitalization, the adviser intends to focus its investments in the equity securities of medium to large U.S. companies (defined by the adviser as companies with market capitalizations above 1 billion at the time of investment).

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As of 07/27/2021


Mutual Fund Information
Sponsor:     Forum Funds
Category1:  US Equity
Category2:  Broad market
Category3:  Large cap
Morningstar category:  Large Value
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     07/08/2005
Market cap:     $201,700,000
Current yield:     0.76%
Fees:     1.2500%
All SEC Filings:  SEC Edgar Online
Summary Prospectus:  497
Semi-Annual filings:  N-CSR
Quarterly holdings:  NPORT
CUSIP:  349903161
ISIN:    
Investment style: Actively managed

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