Nasdaq - Delayed Quote USD
Auer Growth (AUERX)
At close: November 22 at 6:45 PM EST
Investment Information
- Min Initial Investment
- 2,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 2.5
Broker Availability
- Ausdal Financial Partners Inc
- Cetera Advisors LLC
- Cetera Advisor Networks LLC
- E TRADE Financial
- Mid Atlantic Capital Corp
- Pershing FundCenter
- Schwab Institutional
- Shareholders Services Group
- JPMorgan
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 11.01.2023
- Fidelity Retail FundsNetwork
- Fidelity Retail FundsNetwork-NTF
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- Ameriprise Brokerage
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- Ameriprise SPS Advantage
- CommonWealth NTF
- ETrade No Load Fee
- Raymond James
- Bear Stearns No-Load Transaction Fee
- Commonwealth Universe
- WFA MF Advisory Updated 8.7.24
- RBC Wealth Management-Network Eligible
- DailyAccess Corporation RTC
- DailyAccess Corporation FRIAG
- Sterne, Agee & Leach, Inc.,
- Ameritas NTFN
- Firstrade
- Scottrade NTF
- Trade PMR Transaction Fee
- TD Ameritrade Retail
- TD Ameritrade Institutional
- ING Financial Advisers - SAS Funds
- Mid Atlantic Capital Group
- HD Vest - Vest Advisor
- Bear Stearns
- JP MORGAN NO-LOAD NTF
- JP MORGAN NTF
- JP MORGAN LOAD
- JP MORGAN NO-LOAD TRANSACTION FEE
- WFA Fdntl Choice/PIM Updated 8.1.23
- DailyAccess Corporation Mid-Atlantic
- RBC Wealth Management-Wrap Eligible
- Investacorp NTF
- Securities America Inc.
- DailyAccess Corporation Matrix
- DailyAccess Corporation MATC
- LPL SWM - 01.24.2024
- Schwab All (Retail, Instl, Retirement)
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Pershing Retirement Plan Network
- Ameriprise SPS Advisor
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
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.
Fund Overview
| Category | Small Value |
| Fund Family | Auer |
| Net Assets | 62.71M |
| YTD Return | 13.43% |
| Yield | 0.65% |
| Morningstar Rating | |
| Inception Date | Dec 28, 2007 |
Performance & Risk
| YTD Return | 18.15% |
| 5y Average Return | 19.40% |
| Rank in Category (ytd) | 9 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.99 |
| Morningstar Risk Rating |
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