Ave Maria Rising Dividend Fund (AVEDX) Research
The fund's primary objective is to achieve long-term capital appreciation by investing at least 80% of its total assets, including any funds borrowed for investment purposes, into common equities of companies that distribute dividends. These companies are specifically targeted for their anticipated ability to consistently increase their dividend payouts over time. A crucial aspect of the fund's strategy is that, under normal operating conditions, all its equity investments—which include common stocks, preferred stocks, and securities convertible into common stock—and a minimum of 80% of its net assets will be held in companies that satisfy its specific religious guidelines.
Market snapshot
- Symbol
- AVEDX
- Price
- $21.30
- Day change
- +0.85%
- Market cap
- $868.9M
- 52-week range
- 20.58-24.06
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Ave Maria Growth Fund (AVEGX)
- Fidelity Small Cap Growth Index Fund (FECGX)
- Emerald Growth Fund (HSPCX)
- Marsico Focus Fund (MFOCX)
- Mondrian International Value Equity Fund (MPIEX)
- Northern Funds Intermediate Tax Exempt Fund (NOITX)
- PGIM Balanced Fund (PABFX)
- T. Rowe Price Extended Equity Market Index Fund (PEXMX)
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