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Auer Growth (AUERX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective 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.


1 month+2.11% 3 years+5.24%
3 months-9.75% 5 years+2.55%
1 year-15.50% Since inception-5.75%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+2.55%+10.94%
Expense ratio1.88%1.24%
Risk 5 year sharpe ratio0.170.75
Net assets$36.5M$798.4M
Average market cap$667.7M$2.7B
Average P/E10.318.4
Portfolio turnover140%140%

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Fund Management and Purchase Info

Fund familyAuer
Fund manager & tenureRobert Auer / 7 Years
Minimal initial investment$2,000.00
Minimum IRA investment$2,000.00


U.S. stock96.30%
International stock2.97%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Hardware 29.35%
Industrial materials 20.55%
Healthcare 11.81%
Energy 11.70%
Financial service 8.95%
Top 10 Holdings
Portfolio weighting
SHLO Shiloh Industries Inc5.40%
LGIH LGI Homes Inc5.19%
RDC Rowan Companies PLC4.84%
LCI Lannett Company Inc4.50%
HRTG Heritage Insurance Holdings Inc4.12%
RAIL FreightCar America Inc4.04%
GBX Greenbrier Companies Inc3.42%
CCS Century Communities Inc3.30%
AAOI Applied Optoelectronics Inc3.24%
ATW Atwood Oceanics Inc3.05%

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