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