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Ave Maria Bond Fund (AVEFX)

US Funds

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12.07 0.00 0.00%

11/04 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 723.03M

Type: Fund

Market: United States

Issuer: Ave Maria Mutual Funds

Asset Class: Equity

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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 Change2.81%

Prev. Close12.07

Risk Rating

TTM Yield3.09%

ROE26.89%

IssuerAve Maria Mutual Funds

Turnover20%

ROA10.47%

Inception Date37742

Total Assets723.03M

Expenses0.41%

Min. Investment2,500

Market Cap47.42B

CategoryAllocation - - 15% to 30% Equity

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Ave Maria Bond Fund News

Ave Maria Bond Fund Wins 2025 LSEG Lipper Awards By Investing.com - Mar 15, 2025

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

Adviser to Ave Maria Mutual Funds Announces Portfolio Manager Promotion By Investing.com - Jan 07, 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 15, 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 32

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	1027	1027	1069	1128	1296	1446
Fund Return	2.7%	2.7%	6.93%	4.09%	5.33%	3.76%
Place in category	11	11	8	5	25	23
% in Category	11	11	7	7	21	24

Top Equity Funds by Ave Maria Mutual Funds

Name	Total Assets	YTD%	3Y%	10Y%
Ave Maria Rising Dividend	1.01B	3.77	8.78	10.06
Ave Maria Growth	977.29M	-1.65	9.17	11.33
Ave Maria Catholic Values	449.36M	4.88	10.50	8.49

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

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard LifeStrategy Income Inv	3.95B	1.43	1.95	3.10
Fidelity Asset Manager 20%	2.97B	1.05	2.38	3.38
PIMCO Inflation Response MultiAsst	1.72B	6.35	3.22	5.09
Great-West Conservative Profile II	1.21B	1.35	2.54	3.69
Principal SAM Flexible Income J	1.07B	1.36	2.46	3.68

Top Holdings

Name	ISIN	Weight %	Last	Change %
Coca-Cola European	GB00BDCPN049	1.82	86.60	+1.89%
Watsco	US9426222009	1.71	508.93	+1.96%
Fidelity Financial	US31620R3030	1.50	59.98	-0.32%
Truist Financial Corp	US89832Q1094	1.47	35.39	-0.70%
Illinois Tool Works Inc. 2.65%	-	1.46	-	-

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Ave Maria Bond	12.07	0.00	0.00%