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Morningstar

Auer

Auer Parent Rating

Average
Morningstar Manager Research

Auer's track record as a steward is mixed, leading to an Average Parent Pillar rating.

However, an area of strength for the firm is that they've delivered strong risk-adjusted returns for shareholders, with an average five-year Morningstar Rating of 5.0 stars across its open-end and exchange-traded products. The metric measures the risk-adjusted performance of an asset manager's currently live funds. Auer open-end and exchange-traded products are priced, on average, among the highest quintile of similarly distributed strategies. This higher expense profile of its funds creates a larger performance hurdle and contributes negatively to Auer's rating.

Auer Investments

Mutual Funds

See All Auer Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

56.41 Mil

Investment Flows (TTM)

2.22 Mil

Asset Growth Rate (TTM)

5.12%

# of Share Classes

1
Morningstar Rating # of Share Classes
0
1
0
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Auer Growth3
View All 5-Star Standouts

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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