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Ave Maria Growth (AVEGX)

56.45 +0.31 (+0.55%)
As of 8:10:10 AM EST. Market Open.
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  • Previous Close 56.14
  • YTD Return 14.52%
  • Expense Ratio 0.90%
  • Category --
  • Last Cap Gain 45.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Net Assets 1.19B
  • Beta (5Y Monthly) 1.09
  • 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

--

Fund Category

1.19B

Net Assets

2003-05-01

Inception Date

Performance Overview

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Trailing returns as of 10/29/2026.

YTD Return

AVEGX
14.52%
Category
0.00%

1-Year Return

AVEGX
14.30%
Category
0.00%

3-Year Return

AVEGX
17.63%
Category
0.00%

5-Year Return

AVEGX
8.86%
Category
0.00%

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