Auer Growth Fund Quote
| AUERX Fund | USD 17.66 0.04 0.23% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Auer Growth is trading at 17.66 as of the 28th of November 2024; that is 0.23 percent increase since the beginning of the trading day. The fund's open price was 17.62. Auer Growth has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Auer Growth Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund invests primarily in a diversified portfolio of common stocks traded on major U.S. exchanges, markets and bulletin boards that the funds adviser believes present the most favorable potential for capital appreciation. In selecting stocks for the funds 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.. More on Auer Growth Fund
Moving together with Auer Mutual Fund
| 0.77 | VSIIX | Vanguard Small Cap | PairCorr |
| 0.77 | VISVX | Vanguard Small Cap | PairCorr |
| 0.72 | DFSVX | Us Small Cap | PairCorr |
| 0.73 | DFFVX | Us Targeted Value | PairCorr |
Moving against Auer Mutual Fund
Auer Mutual Fund Highlights
| Thematic Ideas | (View all Themes) |
| Fund Concentration | Auer Funds, Large Funds, Small Value Funds, Hybrid Mix Funds, Large Growth Funds, Small Value, Auer, Large, Small Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 30th of March 2023 |
| Fiscal Year End | November |
Auer Growth Fund [AUERX] is traded in USA and was established 28th of November 2024. Auer Growth is listed under Auer category by Fama And French industry classification. The fund is listed under Small Value category and is part of Auer family. The entity is thematically classified as Hybrid Mix Funds. This fund presently has accumulated 41.54 M in assets under management (AUM) with minimum initial investment of 2 K. Auer Growth Fund is currently producing year-to-date (YTD) return of 18.89% with the current yeild of 0.01%, while the total return for the last 3 years was 19.01%.
Check Auer Growth Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Auer Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Auer Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Auer Growth Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Auer Growth Fund Mutual Fund Constituents
| DHT | DHT Holdings | Stock | Energy | |
| WDC | Western Digital | Stock | Information Technology | |
| MCB | Metropolitan Bank Holding | Stock | Financials | |
| MU | Micron Technology | Stock | Information Technology | |
| CMRE | Costamare | Stock | Industrials | |
| ACLS | Axcelis Technologies | Stock | Information Technology | |
| SBNY | Signature Bank | Pink Sheet | Financials | |
| SAVE | Spirit Airlines | Stock | Industrials |
Auer Growth Fund Risk Profiles
| Mean Deviation | 0.7388 | |||
| Semi Deviation | 0.9829 | |||
| Standard Deviation | 1.01 | |||
| Variance | 1.01 |
Auer Growth Against Markets
Other Information on Investing in Auer Mutual Fund
Auer Growth financial ratios help investors to determine whether Auer Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Auer with respect to the benefits of owning Auer Growth security.
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Equity Valuation Check real value of public entities based on technical and fundamental data |