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Morningstar

Auer Growth AUERX

Morningstar Analyst Rating
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%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

Morningstar’s Analysis AUERX

Will AUERX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AUERX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the AUERX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of AUERX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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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.

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