Auer Growth
2960 N. Meridian Street, Suite 300 Indianapolis, Indiana 46208
Map
Phone: 888-711-2837
| Category: | Small Growth | | Fund Family: | Auer | | Net Assets: | 151.30M | | Year-to-Date Return: | 26.74% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 26-Dec-07 |
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Bryan L. Auer
Lead Manager since
24-Dec-07 | | | Auer serves as an analyst for SBAuer Funds, LLC. He developed the funds investment process in 1987 and has jointly applied the investment process to his personal accounts with the assistance of his son, Robert C. Auer. Prior to 1986, Mr. Auer was the owner of a chemical specialty business, which he founded. Since 1986, Auer has been a private investor. |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | $4,000 | | Min Initial Investment, AIP: | $10,000 | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | $250 | | Min Subsequent Investment, AIP: | $250 |
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| The investment seeks long-term capital appreciation. The fund primarily invests in a diversified portfolio of common stocks traded on major U.S. exchanges that the advisor believes present the most favorable potential for capital appreciation. It may invest in foreign stocks either directly, or indirectly through depository receipts such as American Depository Receipts (?ADRs?). |
| Last Dividend
(28-Dec-07):
| 0.00 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 132.21% |
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| Expense | AUERX | Category
Avg | | Total Expense Ratio: | 1.95%
| 1.61% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 633 | $680 | | 5 Yr Expense Projection*: |
$ 1,086 | $1,078 | | 10 Yr Expense Projection*: |
$ 2,342 | $2,174 |
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0.16% Nasdaq 0.00%
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