Fund Facts & Performance l Download a Fact Sheet (PDF) l How to Invest
Auer Growth Fund (AUERX)
Objective: To provide long-term capital appreciation.
Investment Strategy: The Fund seeks to achieve its objective by investing primarily in a diversified portfolio of common stocks traded on major U.S. exchanges that the advisor believes present the most favorable potential for capital appreciation.
The Fund's advisor will use a multi-cap strategy without regard to whether the securities are conventionally categorized as large-, mid-, small- or micro-cap*, or whether they are generally categorized as growth or value stocks.
Portfolio Composition: The Fund typically invests in equity securities, primarily common stocks traded on established U.S. Exchanges and bulletin boards, equity Real Estate Investment Ttrusts (REITs) and American Depository Receipts (ADRs).
Best suited for: Aggressive investors
Inception date: December 26, 2007
Ticker: AUERX
Sales load: None.
Redemption Fee: 1% redemption fee on shares redeemed within 7 calendar days after they are purchased.
Advisor: SBAuer Funds, LLC
Senior Portfolio Manager: Robert C. Auer
Minimum Investment: $10,000. ($4,000 for qualified plans)
How to Invest: To open a new account, call 888-711-AUER (2837) or download an application here.
Mail the application and check to:
U.S. MAIL:
Auer Growth Fund
c/o Unified Fund Services, Inc.
PO Box 6110
Indianapolis, IN 46206-6110
OVERNIGHT:
Auer Growth Fund
c/o Unified Fund Services, Inc.
2960 N. Meridian St., Suite 300
Indianapolis, IN 46208
BY WIRE or BY DEPOSITING SECURITIES: Call 888-711-AUER (2837) for instructions.
The Auer Growth Fund is also available through Charles Schwab, TD Ameritrade, Fidelity, E-Trade and Scotttrade as well as hundreds of other platforms. Please contact your financial advisor.
*Small-cap and mid-cap investing involves greater risk not associated with investing in more established companies, such as greater price volatility, business risk, less liquidity and increased competitive threat.
Investments in real estate investment trusts (“REITs”) and real-estate related securities involve special risks associated with an investment in real estate, such as limited liquidity and interest rate risks and may be more volatile than other securities. In addition, the value of REITs and other real estate-related investments is sensitive to changes in real estate values, extended vacancies of properties and other environmental and economic factors.
Investments in international markets present special risks including currency fluctuation, the potential for diplomatic and political instability, regulatory and liquidity risks, foreign taxation and differences in auditing and other financial standards. Risks of foreign investing are generally intensified for investments in emerging markets.
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