Best Fund Over Three Years, Across All
Small-Cap Core Funds
INDIANAPOLIS, April 16, 2024 /PRNewswire/ -- The LSEG Lipper
Fund Awards, known as a prestigious industry achievement for over
30 years, just announced their 2024 winners and SBAuer's Auer
Growth Fund is among them. The Auer Growth Fund [AUERX] received
the 2024 LSEG Lipper Fund Award for "Best Fund Over Three Years"
for the Small-Cap Core Fund category. AUERX ranked number one for
the three-year period ended 11/30/23
in the Small-Cap Core Fund Category, which had a total of 879 funds
in the share class count and a portfolio count of 269 based on
risk-adjusted returns.
AUERX ranked number one for the three-year
period ended 11/30/23 in the
Small-Cap Core Fund Category.
LSEG Lipper Fund Awards, considered as a global industry
benchmark, recognizes funds and fund management firms with
consistently strong risk-adjusted three-, five-, and 10-year
performance relative to their peers. To receive an award, funds are
ranked using the Leader for Consistent Return rating, which is a
risk-adjusted performance measure that is calculated over 36, 60,
and 120 months. The fund in each eligible classification with the
highest value wins the LSEG Lipper Fund Award.
"We couldn't be more thrilled and more humbled to receive this
award. We believe in this fund and are excited to see it gain
recognition for its performance over the past three years," said
Senior Portfolio Manager Bob
Auer.
The Auer Growth Fund maintains a disciplined investment
strategy, selecting stocks of companies whose quarterly
year-over-year profit growth is 25% with quarterly year-over-year
revenue growth of at least 20%; stocks must also have a
price-to-earnings ratio of less than 12 times earnings. Any stock
that doesn't meet the firm's demanding criteria on a quarterly
basis is removed from the portfolio, plus a stock is sold if it
doubles in value.
SBAuer was established in 2008 when, after twenty years of
investing with the strategy, father and son team Bryan and Bob Auer converted their portfolio
into a retail mutual fund—the Auer Growth Fund. Currently, Senior
Portfolio Manager Bob Auer and
managers Eric McKenzie and Auer's
brother Paul oversee the Fund's investment picks.
View the full list of 2024 LSEG Lipper Fund Award winners
here.
About SBAuer:
SBAuer, LLC, is an SEC-registered, registered investment advisor
with $51.8 million AUM as of
12/31/2023. All of its assets are in the Auer Growth Fund, with the
sole objective being capital appreciation. SBAuer Senior Portfolio
Manager Bob Auer is a contributor of
investment commentary to Medical Economics. Visit
sbauerfunds.com for more information.
Disclosure:
The LSEG Lipper Fund Awards, granted annually, highlight funds
and fund companies that have excelled in delivering consistently
strong risk-adjusted performance relative to their peers. The LSEG
Lipper Fund Awards are based on the Lipper Leader for Consistent
Return rating, which is a risk-adjusted performance measure
calculated over 36, 60 and 120 months. The fund with the highest
Lipper Leader for Consistent Return (Effective Return) value in
each eligible classification wins the LSEG Lipper Fund Award. For
more information, see lipperfundawards.com. Although LSEG makes
reasonable efforts to ensure the accuracy and reliability of the
data used to calculate the awards, their accuracy is not guaranteed
by LSEG Lipper.
LSEG Lipper Fund Awards, ©2024 LSEG. All rights reserved.
Used under license.
AUERX (12/31/2023) - 1 Year: 21.29%, 3 Year: 24.62%, 5 Year:
19.44%, 10 Year: 6.76%, Total Gross Expense Ratio: 2.21% as of
March 30, 2023
Performance quoted represents past performance, which is no
guarantee of future results. Current performance may be lower or
higher than what is stated. Investment return and principal value
will vary with market conditions so that an investor's shares, when
redeemed, may be worth more or less than the original cost. For
current to most recent month-end performance, please visit
https://sbauerfunds.com/auerx-performance/ or call us
at 888-711-2837. The Fund imposes a 1% redemption fee on proceeds
redeemed or exchanged within 7 days of purchase. The performance
illustrated does not include the effect of the redemption charge.
If it did, performance would have been lower.
You should carefully consider the investment objectives,
potential risks, management fees, and charges and expenses of the
Fund before investing. The Fund's prospectus contains this and
other information about the Fund, and should be read carefully
before investing. You may obtain a current copy of the Fund's
prospectus by calling 888-711-2837.
Investing involves risk, including the possible loss of
principal. You could lose money by investing in the Fund. There can
be no assurance that the Fund's investment objectives will be
achieved. 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. Stocks of micro-capitalization
companies are more volatile, less liquid, involve substantial
risks, and are subject to more abrupt or erratic movements than
small, mid or large capitalization companies. The Fund invests in
companies that appear to be growth-oriented companies. If the
Adviser's perceptions of a company's growth potential are wrong,
the securities purchased may not perform as expected, causing
losses that will reduce the Fund's return.
For Shareholder Services, please call 888-711-AUER (2837).
Distributed by Ultimus Fund Distributors, LLC, 225 Pictoria Dr.,
Suite 450, Cincinnati, OH 45246
United States. (Member FINRA). SBAuer Funds, LLC and Ultimus Fund
Distributors, LLC are not affiliated.
18021051-UFD-04052024
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SOURCE SBAuer Funds, LLC