Auer Growth

(AUERX)
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9.21 Up +0.11 +1.21%
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 9.10
Category Small Blend
Net Assets 84.65 Mil
Yield 0.00%
Morningstar Risk High
Morningstar Return Low
  • Last NAV update 7/22/2014 4:00 PM ET
INVESTMENT OBJECTIVE
NA
The investment seeks long-term capital appreciation. The fund invests primarily in a diversified portfolio of common stocks traded on major U.S. exchanges, markets and bulletin boards that the fund's adviser believes present the most favorable potential for capital appreciation. In selecting stocks for the fund's portfolio, the Adviser reviews public companies' financial statements to determine those companies that report substantial sales and earnings growth over the prior twelve months, plus a relatively low price to earnings ratio.
CUMULATIVE PERFORMANCE OF $10,000
  2010 2011 2012 2013 2014
Return 9.39% -15.87% 2.25% 44.50% 7.85%
Value ($) 10,939.49 9,203.82 9,410.83 13,598.73 14,665.61
  • Year to date performance as of 7/22/2014 12:00 AM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family Auer
Fund Manager Robert Auer
Tenure (Years) 6
Fund Status Open
Minimum Initial Purchase 2,000.00
Minimum IRA Investment 2,000.00
Front Load 0.00
Expense Ratio 1.91%
PERFORMANCE
Symbol Value ($)
1 Month -0.97%
3 Months 3.95%
1 Year 18.69%
3 Years* 7.71%
5 Years* 10.34%
  • * Annualized returns
  • Performance as of 7/22/2014 12:00 AM ET
PEER COMPARISON
  AUERX Small Blend
5-Yr Return 10.34% 18.35%
Sharpe Ratio 0.49 1.79
Net Assets 84.65 Mil 692.91 Mil
Avg Market Cap 1.64 Bil 2.77 Bil
Avg P/E 11.38 21.29
Portfolio Turnover 147 67
HOLDINGS
Symbol Value ($)
Stocks 99.64%
Cash 0.36%
Fixed Income 0.00%
Other 0.00%
DATA PROVIDERS

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Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.

Financial data in US dollars | Page generated 6:35 PM ET
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