Here’s what we’ve been up to lately.

Calling this fund “actively managed” is putting it mildly.

We work hard every day; we consider effective portfolio management a full-time job.

We don’t use robo-picks. We don’t select equities by proxy, committee, or computer. Reviewing over 9,000 publicly-traded U.S. stocks, every quarter. And selecting ONLY the very few that fit the screening criteria of our formula.

Here are the results:

Auer Growth Fund Performance

As of 06/30/20241-Year3-Year5-Year10-Year
Auer Growth Fund27.01%17.77%17.89%6.66%
S&P 500 24.56%10.01%15.05%12.86%
Total Gross Expense Ratio: 2.07% as of March 29, 2024
AUERX Morningstar Ratings

Important Notice

You are now leaving the SBAuer Funds website and will be directed to the Morningstar website.

Performance quoted represents past performance which is no guarantee of future results. Current performance may be lower or higher than what is stated. Investment return and principal value will vary with market conditions so that an investor’s share, when redeemed, may be worth more or less than the original cost. For current to most recent month-end performance, please call us at 888-711-2837.

The Fund imposes a 1% redemption fee on proceeds redeemed or exchanged within 7 days of purchase. The performance illustrated does not include the effect of the redemption charge. If it did, performance would have been lower.

The S&P 500 Index is a widely recognized unmanaged index of equity prices and are representative of a broader market and range of securities than is found in the Fund’s portfolio. The Index returns do not reflect the deduction of expenses, which have been deducted from the Fund’s returns. The Index return assumes reinvestment of all distributions and does not reflect the deduction of taxes and fees.

Get in touch with our

Investment Team


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