Auer Growth is trading at 17.37 as of the 20th of September 2024; that is 2.00 percent increase since the beginning of the trading day. The fund's open price was 17.03. Auer Growth has less than a 18 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Auer Growth Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of October 2022 and ending today, the 20th of September 2024. Click here to learn more.
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. In selecting stocks for the funds portfolio, the Adviser reviews public companies financial statements to determine those companies that report substantial sales and earnings growth over the prior twelve months, plus a relatively low price to earnings ratio.. More on Auer Growth Fund
Auer Growth Fund [AUERX] is traded in USA and was established 20th of September 2024. Auer Growth is listed under Auer category by Fama And French industry classification. The fund is listed under Small Value category and is part of Auer family. The entity is thematically classified as Large Growth Funds. This fund presently has accumulated 41.54 M in assets under management (AUM) with minimum initial investment of 2 K. Auer Growth Fund is currently producing year-to-date (YTD) return of 14.91% with the current yeild of 0.01%, while the total return for the last 3 years was 20.85%.
Check Auer Growth Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Auer Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Auer Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Auer Growth Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in Auer Mutual Fund
Auer Growth financial ratios help investors to determine whether Auer Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Auer with respect to the benefits of owning Auer Growth security.