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Ave Maria Bond Fund (AVEFX)

US Funds

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11.87 0.00 0%

01:00:00 - Delayed Data. Currency in USD ( Disclaimer )

Morningstar Rating:
Total Assets: 604.2M

Type: Fund

Market: United States

Issuer: Ave Maria Mutual Funds

Asset Class: Equity

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AVEFX Overview

Find basic information about the Ave Maria Bond Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add AVEFX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change3.49%

Prev. Close11.87

Risk Rating

TTM Yield2.73%

ROE25.05%

IssuerAve Maria Mutual Funds

Turnover16%

ROA11.13%

Inception Date37742

Total Assets604.2M

Expenses0.41%

Min. Investment2,500

Market Cap57.45B

CategoryAllocation - - 15% to 30% Equity

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Ave Maria Bond Fund News

Ave Maria Bond Fund Wins 2024 LSEG Lipper Awards By Investing.com - Mar 14, 2024

Fund Honored for Best Investment Performance Among all A-Rated Corporate Bond Funds for 3-Year, 5-Year and 10-Year Periods PLYMOUTH, Mich.--(BUSINESS WIRE)--Schwartz Investment...

Performance

	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1017	1020	1066	1032	1200	1379
Fund Return	1.74%	1.98%	6.61%	1.07%	3.71%	3.27%
Place in category	57	21	87	16	16	27
% in Category	37	13	61	19	13	30

Top Equity Funds by Ave Maria Mutual Funds

Name	Total Assets	YTD%	3Y%	10Y%
Ave Maria Rising Dividend	1.04B	5.69	6.95	9.46
Ave Maria Growth	1.03B	4.20	4.02	11.67
Ave Maria Catholic Values	386.19M	4.57	5.02	6.65

Top Funds for Allocation--15% to 30% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard LifeStrategy Income Inv	3.95B	0.48	-1.25	3.01
Fidelity Asset Manager 20%	3.22B	1.55	0.30	3.17
PIMCO Inflation Response MultiAsst	1.65B	2.81	3.06	3.80
Great-West Conservative Profile II	1.17B	1.90	0.50	3.55
Principal SAM Flexible Income J	1.14B	1.94	-0.23	3.39

Top Holdings

Name	ISIN	Weight %	Last	Change %
Truist Financial Corp	US89832Q1094	2.09	35.80	+1.10%
Exxon Mobil	US30231G1022	2.02	108.36	-0.69%
Coca-Cola European	GB00BDCPN049	1.85	74.47	+0.57%
Watsco	US9426222009	1.84	486.48	+1.78%
Illinois Tool Works Inc. 2.65%	-	1.71	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

Name	Price	Chg.	Chg. %
Ave Maria Bond	11.87	0.00	0%
601838	14.92	-0.04	-0.27%
EQHA_u	10.10	0.00	0.00%