Ave Maria Focused Fund (AVEAX) Research
This fund primarily allocates its investments to equity securities, specifically targeting companies that the Adviser identifies as having strong potential for earnings growth under typical market conditions. A core tenet of its strategy dictates that all equity holdings, and at least 80% of its net assets (including any borrowed funds for investment), must be invested in companies whose operations, products, services, or practices align with, rather than contradict, the fundamental values and teachings of the Roman Catholic Church. Furthermore, the fund maintains a non-diversified portfolio.
Market snapshot
- Symbol
- AVEAX
- Price
- $17.81
- Day change
- +2.12%
- Market cap
- $78.2M
- 52-week range
- 15.37-18.19
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Virtus NFJ International Value Fund (AFJAX)
- Beck Mack + Oliver Partners Fund (BMPEX)
- Boston Partners Long/Short Equity Fund (BPLSX)
- Destra Multi-Alternative Fund (DMA)
- Government Street Mid-Cap Fund (GVMCX)
- Hennessy Large Cap Financial Fund (HLFNX)
- Principal Funds, Inc. - Principal Lifetime Hybrid 2065 Fund (PLHHX)
- Guggenheim StylePlus - Mid Growth Fund (SEUPX)
Open Ave Maria Focused Fund (AVEAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.