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Ave Maria Bond Fund (AVEFX)

US Funds

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12.18 -0.01 -0.08%

06/02 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 693.34M

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AVEFX Overview

Find basic information about the Ave Maria Bond Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add AVEFX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change4.28%

Prev. Close12.19

Risk Rating

TTM Yield2.94%

ROE24.03%

IssuerN/A

Turnover7%

ROA11.70%

Inception Date37742

Total Assets693.34M

Expenses0.42%

Min. Investment2,500

Market Cap57.49B

CategoryAllocation - - 15% to 30% Equity

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Ave Maria Bond Fund News

Adviser to Ave Maria Mutual Funds Announces Portfolio Manager Promotion By Investing.com - Jan 06, 2025

PLYMOUTH, Mich.--(BUSINESS WIRE)--Schwartz Investment Counsel, Inc. (the Firm), the investment adviser for the Ave Maria Mutual Funds, has announced the promotion of James T....

Ave Maria Bond Fund Wins 2024 LSEG Lipper Awards By Investing.com - Mar 14, 2024

Fund Honored for Best Investment Performance Among all A-Rated Corporate Bond Funds for 3-Year, 5-Year and 10-Year Periods PLYMOUTH, Mich.--(BUSINESS WIRE)--Schwartz Investment...

Ave Maria Bond Fund Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 5

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1057	987	1057	1080	1190	1419
Fund Return	5.71%	-1.33%	5.71%	2.6%	3.55%	3.56%
Place in category	62	24	62	5	16	29
% in Category	41	21	41	6	14	32

Top Equity Funds by Ave Maria Mutual Funds

Name	Total Assets	YTD%	3Y%	10Y%
Ave Maria Growth	1.11B	14.91	5.65	11.86
Ave Maria Rising Dividend	1.1B	3.83	9.97	10.47
Ave Maria Catholic Values	445.94M	4.66	13.16	8.89

Top Funds for Allocation--15% to 30% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard LifeStrategy Income Inv	3.93B	1.00	0.69	3.11
Fidelity Asset Manager 20%	3.03B	1.18	1.82	3.50
PIMCO Inflation Response MultiAsst	1.63B	2.33	3.32	4.52
Great-West Conservative Profile II	1.18B	1.35	2.04	3.83
Principal SAM Flexible Income J	1.13B	6.56	0.31	3.70

Top Holdings

Name	ISIN	Weight %	Last	Change %
Watsco	US9426222009	1.98	473.39	-0.14%
Texas Pacific	US88262P1021	1.92	1,338.6	-3.99%
Coca-Cola European	GB00BDCPN049	1.74	80.11	+1.25%
Truist Financial Corp	US89832Q1094	1.61	48.15	+1.01%
Fidelity Financial	US31620R3030	1.57	58.47	+0.14%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	BUY	Sell	Strong Buy
Summary	Buy	Neutral	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Ave Maria Bond	12.18	-0.01	-0.08%