Advertisement
Skip to Content
Quantitative rating as of | See Auer Investment Hub
  • NAV / 1-Day Return 13.79  /  0.72 %
  • Total Assets 48.1 Mil
  • Adj. Expense Ratio
    2.370%
  • 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.

Summary

|

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.

Unlock our full analysis with Morningstar Investor