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Ave Maria Growth (AVEGX)

30.58 Up 0.04(0.13%) Aug 20
Prev Close:30.54
YTD Return*:-1.56%
Net Assets*:282.11M
Yield*:N/A

* As of 31-Jul-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for AVEGX at this time.

Top Holdings

Symbol% AssetsYTD Return %
CTSH4.11-2.38
PII3.841.48
MA3.80-9.86
APH3.758.34
BCR3.6212.08

Fund Basics

Morningstar Overall Rating:
Total Assets:282.11M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.43%

Performance & Risk

YTD Return:-1.56%
5y Avg Return:16.12%
Rank in Category (ytd):76
% Rank in Category (ytd):9.92%
Beta (3y):1.08
Morningstar Risk Rating:2

Fund Summary

The investment seeks long-term capital appreciation. 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-cap companies. View More
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