Ave Maria Catholic Values (AVEMX)
* As of 31-Jan-16
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.29%|
Performance & Risk
|5y Avg Return:||1.59%|
|Rank in Category (ytd):||68|
|% Rank in Category (ytd):||14.91%|
|Morningstar Risk Rating:||3|
The investment seeks long-term capital appreciation.
The fund invests primarily in common stocks believed to be priced at a discount to their true value according to the Adviser's criteria for value. 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 its net assets will be invested in companies meeting its religious criteria. The fund invests in securities of established companies of various market capitalizations. View More