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Ave Maria Growth (AVEGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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48.70+0.55 (+1.14%)
As of 08:06AM EDT. Market open.
Full screen
Previous close48.15
YTD return4.29%
Expense ratio (net)0.91%
CategoryLarge Growth
Last cap gain27.00
Morningstar rating★★★★★
Morningstar risk ratingAverage
Sustainability rating
Net assets1.02B
Beta (5Y monthly)1.10
Yield0.08%
5y average returnN/A
Holdings turnover27.00%
Last dividend0.04
Average for categoryN/A
Inception date01 May 2003
  • Business Wire

    Ave Maria Bond Fund Wins 2024 LSEG Lipper Awards

    PLYMOUTH, Mich., March 14, 2024--Schwartz Investment Counsel, Inc., the investment adviser to the Ave Maria Mutual Funds, today announced that its Ave Maria Bond Fund (NASDAQ: AVEFX) has been awarded 2024 LSEG Lipper Fund Awards for the best A-rated corporate bond funds. The award is for the 3-year (among 12 funds), 5-year (among 12 funds) and 10-year periods (among 11 funds) ended November 30, 2023. The awards acknowledge the mutual fund’s consistently strong risk-adjusted returns relative to i

  • Business Wire

    Adviser to Ave Maria Mutual Funds Announces Several Promotions

    PLYMOUTH, Mich., January 03, 2024--Schwartz Investment Counsel, Inc. (the Firm), the investment adviser for Ave Maria Mutual Funds, has announced promotions effective January 1, 2024, for Timothy Schwartz, Brandon Scheitler, and Anthony Gennaro.