About AVEAX
The Ave Maria Growth Focused Fund is a mutual fund designed to achieve long-term capital appreciation by investing in equity securities with high earnings growth potential. It focuses on companies that align with core values and teachings of the Roman Catholic Church, ensuring ethical investment criteria. The fund emphasizes earnings growth, pricing power, sound balance sheets, and sustainable competitive advantages, typically holding a portfolio of 35-50 stocks across various sectors. It is structured as a no-load fund, available for individual, joint, custodial, and retirement accounts, offering flexibility to investors. The fund's investment strategy is grounded in fundamental analysis, targeting companies with strong financial fundamentals and market positions, contributing to the broader mutual fund market by providing a unique blend of value-driven investment and ethical considerations.
Fund Family Ave Maria Mutual Funds
Category World Small/Mid Stock
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol AVEAX
Index S&P MidCap 400 Growth Total Return Index
AVEAX had a total return of -4.06% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.68%.
