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Ave Maria Growth (AVEGX)

26.98 Up 0.32(1.20%) 18 May

Prev Close:26.66
YTD Return*:5.78%
Net Assets*:218.32M
Yield*:N/A

* As of 28-Feb-13

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

Headlines

  • No Headlines available for AVEGX at this time.

Top Holdings

Symbol% AssetsYTD Return %
GILD5.1818.31
PII4.843.61
TTC3.994.70
CPRT3.9115.25
ROST3.857.78
» More Fund Holdings

Fund Basics

Morningstar Overall Rating:
Total Assets:218.32M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.50%
Fund Profile | Holdings

Performance & Risk

YTD Return:5.78%
5y Avg Return:7.60%
Rank in Category (ytd):88
% Rank in Category (ytd):12.12%
Beta (3y):1.06
Morningstar Risk Rating:1
Performance Details | Risk Details

Fund Summary

The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of companies believed by the Sub-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 (as discussed below). The fund may invest in companies of all sizes, including small and mid-cap companies. View More
Fund Profile
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