The Auer Growth Fund strives for three things:

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AUERX Process

"If it doubles, SELL IT."

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We’re a bit star-struck!

Auer Growth Fund [AUERX] has earned a 5-star overall Morningstar Rating™ for performance as of 12/31/24.

So, we’re seeing stars these days.


Overall Rating as of December 31, 2024

 As of 12/31/24, the Auer Growth fund rated 5 stars among 464 Small Value funds based upon risk-adjusted returns. 

*Total Gross Expense Ratio: 2.07% as of March 29, 2024

Every quarter, we scour more than 9,000 U.S. publicly traded equities for companies that show growth potential. We screen using nine specific criteria, including 25% year-over-year earnings growth and 20% quarterly year-over-year revenue growth. And, once a stock makes the cut to be in our portfolio, it gets sold as soon as it doubles in value.

It’s a highly disciplined screening process, and we believe it can uncover hidden potential in micro-caps and small-cap companies that you’ve probably never heard of.

Isn’t it fun when the stars align?