Auer Growth

Frequently Asked Questions About AUERX

What does AUERX invest in?

The Auer Growth fund primarily invests its capital in a diverse collection of common equities, traded across major U.S. exchanges, markets, and bulletin boards. The fund's adviser specifically targets holdings believed to offer the strongest potential for capital appreciation. When selecting these stocks for the portfolio, the Adviser thoroughly examines public companies' financial statements. The objective is to identify businesses that have demonstrated significant growth in sales and earnings over the prior twelve months, in conjunction with an appealing, relatively low price-to-earnings ratio.

What is the expense ratio of AUERX?

Auer Growth (AUERX) charges an expense ratio of 2.05%. This is the annual fee deducted from fund assets to cover management and operations.

How big is AUERX?

Auer Growth (AUERX) manages $85.0M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is AUERX actively managed or an index fund?

AUERX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was AUERX launched?

Auer Growth (AUERX) launched in December 2007 and is managed by the fund issuer.

How has AUERX performed?

AUERX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.