Ave Maria Rising Dividend (AVEDX)
* As of 31-Dec-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.97%|
Performance & Risk
|5y Avg Return:||15.50%|
|Rank in Category (ytd):||75|
|% Rank in Category (ytd):||4.78%|
|Morningstar Risk Rating:||2|
The investment seeks increasing dividend income over time, long-term growth of capital, and a reasonable level of current income.
The fund will invest at least 80% of its net assets in the common stocks of dividend-paying companies that are expected to increase their dividends over time and to provide long-term growth of capital. Under normal circumstances, all of its equity investments (which include common stocks, preferred stocks and securities convertible into common stock) 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. View More