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Net Asset Value:
6.071-Day Return:
0.00 (0.00%)YTD Return
as of 11/20/09:
as of 11/20/09:
31.96%AUERX
(Auer Growth)
Classification: Multi-Cap Growth
Objective: Growth
Open to New Investors: Yes
Lipper Rating
The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.
| Growth of $10,000
| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 31.96 | 73.43 | NA | NA | NA |
| Classification | 32.33 | 59.98 | -4.46 | 1.65 | -1.43 |
| Index (S&P 500) | 23.50 | 48.80 | -5.90 | 0.70 | -0.90 |
| % Rank in Class (1-best,100=worst) | 50 | 15 | NA | NA | NA |
| Investment Objective: | Growth |
|---|---|
| Net Assets ($Mil) | 151.30 |
| Inception Date: | 12/28/07 |
| Manager Name, Tenure | Auer/Auer, 2007 / 2007 |
| Expense Ratio: | 1.94% |
|
Sales Charge:
Load Type:
|
No Load 0.00% 0.00% |
| Company Name | Symbol | % Net Assets |
|---|---|---|
| Fidelity Instl Treasury Portfolio;i | NA | 11.30 |
| James River Coal Co | JRCC | 5.36 |
| Cubist Pharmaceuticals Inc | CBST | 5.27 |
| Manulife Financial Corp | MFC | 4.85 |
| Noble Corp | NE | 4.70 |
| Lhc Group Inc | LHCG | 4.68 |
| Usec | USU | 4.43 |
| Intrepid Potash Inc | IPI | 4.15 |
| Itt Educational Services Inc | ESI | 4.10 |
| Fidelity National Financial Inc | FNF | 3.93 |
| % of Total Holdings | 52.77 | |
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