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Auer

Auer Parent Rating

Average

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

Auer has accumulated an excellent risk-adjusted track record across its open-end and exchange-traded funds, with an average five-year Morningstar Rating of 5.0 stars. Lofty fees for the firm's open-end and exchange-traded funds are a weakness, contributing negatively to Auer's rating and creating a larger performance hurdle. The firm's fund fees, on average, fall within the highest quintile of similarly distributed strategies.

Auer Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

55.12 Mil

Investment Flows (TTM)

−438,223.00

Asset Growth Rate (TTM)

−0.87%

# 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

Quick Definitions: Key Morningstar Terms

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