| 7.15 Net Asset Value | -0.42% 1 Day | +20.98% Year-to-Date | Overall Morningstar Rating |
| Mid-cap blend Style or Category | No Load Sales Expenses | 1.85% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | +6.88% | 3 years | +7.41% | |
| 3 months | +10.51% | 5 years | -6.93% | |
| 1 year | +27.45% | Since inception | -6.93% |
| AUERX | Category | |
|---|---|---|
| Performance 5-yr return | -6.93% | +6.81% |
| Expense ratio | 1.85% | 1.27% |
| Risk 5 year sharpe ratio | -0.10 | 0.35 |
| Net assets | $61.8M | $1.4B |
| Average market cap | $1.5B | $6.2B |
| Average P/E | 11.0 | 18.1 |
| Portfolio turnover | 162% | 162% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Auer |
| Fund manager & tenure | Robert Auer / 5 Years |
| Minimal initial investment | $2,000.00 |
| Minimum IRA investment | $2,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Hardware | 29.35% |
| Industrial materials | 20.55% |
| Healthcare | 11.81% |
| Energy | 11.70% |
| Financial service | 8.95% |
| WDC Western Digital Corporation | 5.09% |
| QCOR Questcor Pharmaceuticals, Inc. | 5.07% |
| TTWO Take-Two Interactive Software, Inc. | 5.03% |
| RDC Rowan Companies PLC | 4.29% |
| STX Seagate Technology PLC | 4.27% |
| ATW Atwood Oceanics, Inc. | 4.09% |
| OVTI OmniVision Technologies, Inc. | 3.86% |
| SIMO Silicon Motion Technology Corporation ADR | 3.46% |
| CRZO Carrizo Oil & Gas, Inc. | 2.41% |
| SAVE Spirit Airlines Inc | 2.37% |
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