About AVEMX
Ave Maria Value Fund is an open-end mutual fund focused on value investing in equities. Its primary objective is to seek long-term capital appreciation by investing in common stocks that the adviser believes are undervalued relative to their intrinsic value. Uniquely, the fund applies a principled screening process based on the core values and teachings of the Roman Catholic Church, avoiding companies that conflict with these ethical criteria. The portfolio spans companies of various market capitalizations, though it generally exhibits a mid-cap blend style, with notable concentrations in energy, financial services, industrials, technology, and healthcare sectors. Fundamental analysis drives the selection process, emphasizing business fundamentals such as cash flow, earnings, dividends, and asset values. The fund is no-load and maintains a moderate expense ratio, making it accessible to a wide range of investors. Ave Maria Value Fund serves individuals who seek value-oriented equity exposure aligned with Catholic ethical investing principles, playing a distinctive role in the socially responsible investment landscape.
Fund Family Ave Maria Mutual Funds
Category Mid-Cap Blend
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol AVEMX
Index S&P Mid Cap 400 TR
AVEMX had a total return of 9.70% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.38%.
