1 / 5 Stars
1 1 1 1 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
#95 in Small Blend
U.S. News evaluated 229 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 26.79 percent over the past year, 8.78 percent over the past three years, and 11.61 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||9.7%|
|3 Years (Annualized)||8.8%|
|5 Years (Annualized)||11.6%|
|10 Years (Annualized)||N/A|
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.
Fees are Above Average compared to funds in the same category.
Auer Growth Fund has an expense ratio of 1.91 percent.
Risk is High compared to funds in the same category according to Morningstar.