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Ave Maria Growth (AVEGX)

47.16
+0.25
+(0.53%)
At close: 8:03:45 PM EDT
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  • Previous Close 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

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Trailing returns as of 3/31/2025. Category is Large Growth.

YTD Return

AVEGX
2.83%
Category
12.38%
 

1-Year Return

AVEGX
13.30%
Category
41.70%
 

3-Year Return

AVEGX
11.63%
Category
22.56%
 

5-Year Return

AVEGX
12.59%
Category
21.98%
 

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Holdings: AVEGX

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Sector Weightings

SectorAVEGX
Technology   38.68%
Industrials   17.53%
Healthcare   9.13%
Energy   2.74%
Real Estate   2.68%
Utilities   0.00%

Recent News: AVEGX

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Research Reports: AVEGX

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