Ave Maria World Equity Fund (AVEWX) Research

The Ave Maria World Equity Fund commits a minimum of 80% of its total net assets, including any capital borrowed for investment, to common shares from both domestic (U.S.) and international corporations. A substantial portion, specifically no less than 60% of its net assets, will be allocated to common equities issued by non-U.S. entities. Ordinarily, all of the fund's equity investments—which include common stocks, preferred stocks, and convertible securities—along with at least 80% of its net assets, will be directed towards companies that satisfy the fund's specific religious guidelines. The fund strategically invests in securities of well-established businesses spanning a diverse range of market capitalizations.

Market snapshot

Symbol
AVEWX
Price
$24.25
Day change
+1.72%
Market cap
$150.5M
52-week range
20.71-24.25
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Azzad Ethical Fund (ADJEX)
  • Buffalo Mid Cap Fund (BUFMX)
  • Fidelity Water Sustainability Fund (FLOWX)
  • Wasatch - 1st Source Income Equity Fund (FMIEX)
  • Horizon Equity Premium Income Fund - Advisor Class (HADUX)
  • Hennessy Japan Small Cap Fund (HJSIX)
  • PFG JP Morgan Tactical Moderate Strategy Fund (PFJDX)
  • Pin Oak Equity Fund (POGSX)

Open Ave Maria World Equity Fund (AVEWX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.