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Net Asset Value:
6.021-Day Return:
0.02 (0.33%)YTD Return
as of 11/6/09:
as of 11/6/09:
30.87%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 $10,000
| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 30.87 | 23.36 | NA | NA | NA |
| Classification | 30.10 | 28.92 | -4.12 | 1.54 | -0.83 |
| Index (S&P 500) | 20.90 | 21.30 | -6.10 | 0.30 | -0.70 |
| % Rank in Class (1-best,100=worst) | 45 | 73 | NA | NA | NA |
| Investment Objective: | Growth |
|---|---|
| Net Assets ($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 | 18.33 |
| Amedisys Inc | AMED | 5.98 |
| Cubist Pharmaceuticals Inc | CBST | 5.06 |
| Usec | USU | 4.46 |
| Fidelity | FNF | 4.20 |
| Manulife Financial Corp | MFC | 3.94 |
| Lhc Group Inc | LHCG | 3.93 |
| Noble Corp | NE | 3.92 |
| American International Group Inc | AIG | 3.81 |
| Intrepid Potash Inc | IPI | 3.78 |
| % of Total Holdings | 57.41 | |
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