Ave Maria Value Focused Fund (RCMFX) Research

This fund dedicates at least 80% of its total assets—a figure that includes any borrowed capital used for investment—to equity holdings. These generally consist of common shares, preferred shares, and various securities that can be converted into common stock. The fund maintains the flexibility to invest in companies of any scale, without being restricted by market capitalization. Furthermore, it may judiciously utilize exchange-traded funds (ETFs) if the Adviser believes it is an effective way to access broad market segments, target specific sectors, or implement hedging strategies against market volatility, often as an alternative to acquiring numerous individual securities. This investment vehicle operates as a non-diversified fund.

Market snapshot

Symbol
RCMFX
Price
$55.50
Day change
-0.07%
Market cap
$83.1M
52-week range
44.83-73.17
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Delaware Enhanced Global Dividend and Income Fund (DEX)
  • Dana Large Cap Equity Fund (DLCEX)
  • Eaton Vance Tax-Managed Buy-Write Strategy Fund (EXD)
  • Fiduciary/Claymore Energy Infrastructure Fund (FMO)
  • The GDL Fund (GDL)
  • Green Owl Intrinsic Value Fund (GOWLX)
  • Nuveen Emerging Markets Debt 2022 Target Term Fund (JEMD)
  • BNY Mellon Focused Equity Opportunities Fund (MFOMX)

Open Ave Maria Value Focused Fund (RCMFX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.