Auer Growth Fund

Class No Load (AUERX)
Scorecard
1 / 5 Stars
Lipper
1 1 1 1 5
Zacks Investment Research
3 (Hold)
Standard & Poor's
2 / 5 Stars
TheStreet.com
D (Sell)

#99 in Mid-Cap Blend

U.S. News evaluated 138 Mid-Cap Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 36.64 percent over the past year, 6.59 percent over the past three years, and 18.26 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 4.8%
1 Year 36.6%
3 Years (Annualized) 6.6%
5 Years (Annualized) 18.3%
10 Years (Annualized) N/A

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Summary

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 price to earnings ratio that has decreased substantially during that time.

Fees

Fees are Low compared to funds in the same category.
Auer Growth Fund has an expense ratio of 1.91 percent.

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Risk

Risk is High compared to funds in the same category according to Morningstar.

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