Ave Maria Value Fund (AVEMX) Research
The Ave Maria Value Fund primarily allocates capital to common stocks that its investment adviser identifies as trading below their true intrinsic worth, based on the adviser's specific valuation methodology. A core principle of the fund is its adherence to religious guidelines: typically, every equity holding—encompassing common, preferred, and convertible shares—as well as a minimum of 80% of the fund's total net assets, must be invested in companies that satisfy these faith-based criteria. The fund builds its portfolio using securities from established businesses across a diverse range of market capitalizations.
Market snapshot
- Symbol
- AVEMX
- Price
- $29.33
- Day change
- +0.79%
- Market cap
- $530.0M
- 52-week range
- 26.65-32.28
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Evercore Equity Fund (EWMCX)
- Franklin K2 Alternative Strategies Fund (FABZX)
- Fidelity Flex Mid Cap Index Fund (FLAPX)
- T. Rowe Price Institutional Emerging Markets Equity Fund (IEMFX)
- RiverNorth Opportunities Fund, Inc. (RIV)
- T. Rowe Price Target Retirement 2035 Fund (RPGRX)
- DWS CROCI International Fund (SUIAX)
- Abrdn World Healthcare Fund (THW)
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