AUERX Mutual Fund (Auer Growth Fund) is managed by Unified Series Trust with $76.8M in net assets. AUERX expense ratio is 1.99%, holding 91 positions across sectors including Financials, Unknown, Materials. Inception date: 2007-12-28.

AUERX performance shows a YTD return of 12.00%. The 1-year return is 40.06% and the 5-year return is 19.68%. AUERX dividend yield stands at 10.10%, paid annually.

AUERX top holdings include Fidelity Government Portfolio (15.1%), B2Gold Corp (3.2%), Ero Copper Corp (3.1%), Seanergy Martime Holdings Corp (2.6%), Galiano Gold Inc (2.2%). View all AUERX holdings, sector breakdown, or dividend history.

AUERX can be compared against other funds using the overlap calculator or side-by-side comparison tool. AUERX alternatives are available via the screener, along with tax-loss harvesting opportunities.