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AUERX Auer Growth Forecast, Technical & Fundamental Analysis

Category SmallValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Wells Fargo & Co (NYSE:WFC), General Motors Company (NYSE:GM).

Industry description

The investment seeks long-term capital appreciation. The fund invests primarily in a diversified portfolio of common stocks traded on major U.S. exchanges, markets and bulletin boards that the fund's adviser believes present the most favorable potential for capital appreciation. In selecting stocks for the fund's portfolio, the Adviser reviews public companies' financial statements to determine those companies that report substantial sales and earnings growth over the prior twelve months, plus a relatively low price to earnings ratio.

Market Cap

The average market capitalization across the Auer Growth MF is 29.79B. The market cap for tickers in the group ranges from 299.97M to 203.96B. WFC holds the highest valuation in this group at 203.96B. The lowest valued company is ESEA at 299.97M.

Volume

The average weekly volume growth across all stocks in the Auer Growth MF was 13%. For the same stocks of the MF, the average monthly volume growth was 16% and the average quarterly volume growth was 19%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 61
P/E Growth Rating: 60
Price Growth Rating: 43
SMR Rating: 51
Profit Risk Rating: 53
Seasonality Score: 28 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
Unified Series Trust (Auer)2960 N. Meridian Street, Suite 300Indianapolis
Phone
(317) 917-7000
Web
www.auergrowthfund.com
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AUERX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, AUERX has been closely correlated with DFSVX. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if AUERX jumps, then DFSVX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AUERX
1D Price
Change %
AUERX100%
-0.98%
DFSVX - AUERX
84%
Closely correlated
-0.76%
DFFVX - AUERX
83%
Closely correlated
-0.83%
VSCAX - AUERX
81%
Closely correlated
-1.69%
SSGSX - AUERX
81%
Closely correlated
-1.01%
VSIAX - AUERX
81%
Closely correlated
-0.67%
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