AUERX Mutual Fund

AUERX Mutual Fund (Auer Growth Fund) is managed by Unified Series Trust with $83.6M in net assets. AUERX expense ratio is 1.99%, holding 91 positions across sectors including Financials, Materials, Energy. Inception date: 2007-12-28.

AUERX performance shows a YTD return of 13.15%. The 1-year return is 40.49% and the 5-year return is 20.09%. AUERX dividend yield stands at 10.03%, paid annually.

AUERX top holdings include Fidelity Inv Mmkt Govt-I 12/31/2031 (15.1%), B2Gold Corp (3.2%), Ero Copper Corp (3.1%), Seanergy Martime Holdings Corp (2.6%), Galiano Gold Inc (2.2%). 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.