Ave Maria Bond Fund (AVEFX)
NASDAQ · Mutual Fund · Delayed Price · Currency is USD
12.39
0.00 (0.00%)
At close: Mar 31, 2026

AVEFX Holdings Information

AVEFX is a mutual fund with a total of 184 individual holdings. The top holdings are Federated Hermes Govt Obl Tx-Mgd IS at 4.02%, Coca-Cola Europacific Partners at 1.71%, Watsco at 1.68%, The Western Union Company at 1.51%, and Truist Financial at 1.44%.

Total Holdings
184
Top 10 Percentage
17.03%
Asset Class
n/a
Fund Category
Allocation--15% to 30% Equity
Assets
825.97M
Forward PE Ratio
15.25

Breakdown by Sector

Top 25 Holdings

No.SymbolName WeightShares
1n/aFederated Hermes Govt Obl Tx-Mgd IS4.02%32,319,092
2CCEPCoca-Cola Europacific Partners PLC1.71%150,000
3WSOWatsco, Inc.1.68%35,000
4WUThe Western Union Company1.51%1,300,000
5TFCTruist Financial Corporation1.44%225,000
6XOMExxon Mobil Corporation1.41%80,000
7LMTLockheed Martin Corporation1.34%17,000
8GPCGenuine Parts Company1.33%77,000
9n/aIllinois Tool Works Inc. 2.65%1.31%10,601,000
10T.4.625 09.30.30United States Treasury Notes 4.625%1.29%10,000,000
11T.4.5 12.31.31United States Treasury Notes 4.5%1.28%10,000,000
12T.4.5 11.15.33United States Treasury Notes 4.5%1.28%10,000,000
13T.4.375 01.31.32United States Treasury Notes 4.375%1.27%10,000,000
14T.4.25 06.30.29United States Treasury Notes 4.25%1.27%10,000,000
15T.4.125 08.31.30United States Treasury Notes 4.125%1.26%10,000,000
16T.4.125 03.31.31United States Treasury Notes 4.125%1.26%10,000,000
17T.4.125 07.31.28United States Treasury Notes 4.125%1.26%10,000,000
18T.4.125 07.31.31United States Treasury Notes 4.125%1.26%10,000,000
19TXNTexas Instruments Incorporated1.26%47,000
20T.4 10.31.29United States Treasury Notes 4%1.26%10,000,000
21T.4 02.28.30United States Treasury Notes 4%1.26%10,000,000
22T.4.125 09.30.27United States Treasury Notes 4.125%1.25%10,000,000
23T.4.125 05.31.32United States Treasury Notes 4.125%1.25%10,000,000
24T.4 02.29.28United States Treasury Notes 4%1.25%10,000,000
25T.4.125 11.15.32United States Treasury Notes 4.125%1.25%10,000,000
Showing 25 of 184 holdings
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As of Jan 31, 2026