AUERX Mutual Fund

AUERX Mutual Fund (Auer Growth Fund) is managed by Unified Series Trust with $81.5M in net assets. AUERX expense ratio is 1.99%, holding 105 positions across sectors including Materials, Financials, Energy. Inception date: 2007-12-28.

AUERX performance shows a YTD return of 16.40%. The 1-year return is 24.80% and the 5-year return is 22.01%. AUERX dividend yield stands at 0.06%.

AUERX top holdings include Fidelity Inv Mmkt Govt-I 12/31/2031 (10.2%), Ero Copper Corp (2.9%), Seanergy Martime Holdings Corp (2.7%), Eldorado Gold Corp (2.5%), Mntn Inc A (2.4%). Go to all AUERX holdings, AUERX sectors, or AUERX dividends.

AUERX can be compared against other funds. Use AUERX overlap to find shared positions, or AUERX vs another fund for a side-by-side view. AUERX alternatives are available via the screener, along with tax-loss harvesting opportunities.