AUERX Rating, Research - Auer Growth

Auer Growth (auerx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 25

Threats + Weaknesses = 15

When strengths & opportunities substantially exceed threats & weaknesses an investment in the auerx mutual fund has great long term potential.

Fund Management Team

Auer Funds

Fund Description Update

Auer Growth (AUERX) Description: AUERX is a mutual fund, which is an investment that owns a basket of assets. The AUERX mutual fund was provided by Auer and this investment vehicle derives the majority of its value from equity holdings (stocks). Auers mutual fund has a medium management tenure and is in the average fund size classification. AUERXs minimum initial investment amount is $10000 while the IRA minimum is $4000. AUERXs expense ratio is roughly 2%. The latest AUERXs front end load was 0% and the back end load was 0%. The Auer Growth (AUERX) mutual fund falls under the small mixed category. AUERX focuses its investments in USA and AUERX is not affiliated with a particular industry or fund sector. The Auer Growth (AUERX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find AUERXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of AUERXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund normally invests at least 80% of net assets in equity securities (see equity research) of companies that have market capitalizations in the range of companies in the S&P Small Cap 600 Index. It invests primarily in common stocks (see stock research) of companies that the Advisor believes have the potential for long-term, above-average earnings growth. The fund may also invest up to 20% of total assets in foreign securities.

Management Analysis Update

Performance Analysis Update