Strength in the People Pillar isn't sufficient for Auer Growth to overcome weaker marks in areas such as their Parent rating, limiting this strategy to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.
- NAV / 1-Day Return 13.79 / 0.72 %
- Total Assets 48.1 Mil
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Adj. Expense Ratio
- Expense Ratio 2.370%
- Distribution Fee Level High
- Share Class Type No Load
- Category Small Value
- Investment Style Small Value
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 0.00
- Turnover 150%
Morningstar’s Analysis AUERX
Will AUERX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.