Auer Growth Financials
| AUERX Fund | USD 15.50 0.06 0.39% |
Auer |
Please note that past performance is not an indicator of the future performance of Auer Growth, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Auer Growth Fund Summary
Auer Growth competes with Lebenthal Lisanti, Hodges Small, and Oberweis Small. The fund invests primarily in a diversified portfolio of common stocks traded on major U.S. exchanges, markets and bulletin boards that the funds adviser believes present the most favorable potential for capital appreciation. Auer Growth is traded on NASDAQ Exchange in the United States.Specialization | Small Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Unified Series Trust |
| Mutual Fund Family | Auer |
| Mutual Fund Category | Small Value |
| Benchmark | NYSE Composite |
| Phone | 888 711 2837 |
| Currency | USD - US Dollar |
Auer Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Auer Growth's current stock value. Our valuation model uses many indicators to compare Auer Growth value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Auer Growth competition to find correlations between indicators driving Auer Growth's intrinsic value. More Info.Auer Growth Fund is the top fund in price to earning among similar funds. It is the top fund in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Auer Growth Fund is roughly 8.43 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Auer Growth by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Auer Growth's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Auer Growth's earnings, one of the primary drivers of an investment's value.Auer Growth Fund Systematic Risk
Auer Growth's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Auer Growth volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fifteen with a total number of output elements of fourty-six. The Beta measures systematic risk based on how returns on Auer Growth Fund correlated with the market. If Beta is less than 0 Auer Growth generally moves in the opposite direction as compared to the market. If Auer Growth Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Auer Growth Fund is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Auer Growth is generally in the same direction as the market. If Beta > 1 Auer Growth moves generally in the same direction as, but more than the movement of the benchmark.
Auer Growth Thematic Clasifications
Auer Growth Fund is part of several thematic ideas from Large Growth Funds to Hybrid Mix Funds. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Get More Thematic IdeasAuer Growth Fund is second largest fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Value category is currently estimated at about 997.48 Million. Auer Growth holds roughly 41.54 Million in net asset claiming about 4% of funds listed under Small Value category.Auer Growth April 30, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Auer Growth help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Auer Growth Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Auer Growth Fund based on widely used predictive technical indicators. In general, we focus on analyzing Auer Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Auer Growth's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.29 | |||
| Information Ratio | 0.0103 | |||
| Maximum Drawdown | 4.87 | |||
| Value At Risk | (1.53) | |||
| Potential Upside | 1.34 |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Auer Growth Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Sign In To Macroaxis module to sign in to explore Macroaxis' wealth optimization platform and fintech modules.