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Nasdaq - Delayed Quote USD
Ave Maria Growth (AVEGX)
47.16
+0.25
+(0.53%)
At close: 8:03:45 PM EDT
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46.91 - YTD Return 2.83%
- Expense Ratio 0.92%
- Category Large Growth
- Last Cap Gain 43.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 1.1B
- Beta (5Y Monthly) 1.10
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 17.00%
- Last Dividend 0.00
- Inception Date May 1, 2003
The fund invests primarily in common stocks of companies believed by the Adviser to offer above-average potential for growth in revenues, profits or cash flow. Dividend and interest income are secondary considerations in investment selection. Under normal circumstances, all of its equity investments and at least 80% of the fund's net assets will be invested in companies meeting its religious criteria. The fund may invest in companies of all sizes, including small and mid-capitalization companies.
Ave Maria Mutual Funds
Fund Family
Large Growth
Fund Category
1.1B
Net Assets
2003-05-01
Inception Date
Performance Overview: AVEGX
View MoreTrailing returns as of 3/31/2025. Category is Large Growth.
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Holdings: AVEGX
View MoreSector Weightings
SectorAVEGX
Technology 38.68%
Industrials 17.53%
Financial Services 14.57%
Consumer Cyclical 11.35%
Healthcare 9.13%
Energy 2.74%
Real Estate 2.68%
Communication Services 1.91%
Consumer Defensive 1.41%
Basic Materials 0.00%
Utilities 0.00%
Recent News: AVEGX
View MoreResearch Reports: AVEGX
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