Ave Maria Growth (AVEGX.O)

At A Glance

You hold AVEGX.O in 0 portfolios

Net Asset Value

32.36USD

 0.02 +0.06%

11/25/2014

Category
US Diversified Equity
YTD Return (Cumulative)
 7.19%
Classification
Multi-Cap Growth
5 Year Return (Annualized)
 16.36%
Manager Benchmark
Lipper Mlt-Cap Growth IX
Lipper Leader Profile (Overall)
 
 
 
 
 

Growth of $10,000 over 10 years »

 AVEGX.O

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund FamilyAve Maria Funds
Inception Date05/01/2003
Portfolio Turnover18%
Dividend Yield--
Fund ManagerSchwartz/Platte
Manager Tenure2013
Schwartz Investment Counsel Inc
3707 West Maple Rd
Bloomfield Hills, MI 48301

Fees, Expenses, & Minimums

Load TypeNo load
Total Expense Ratio1.43%
Max 12b-1 Fee Ratio0.3x
Early Redemption Fee--
Initial Investment$2,500
Subsequent Investments$0
Initial IRA Investments--
Subsequent IRA Investments--

Investment Strategy

The Fund seeks long-term growth of capital by investing primarily in the equity securities of companies that demonstrate above-average growth potential, and offer products and services consistent with the core values and teachings of the Roman Catholic Church.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
469
Consistent Return
 
467
Capital Preservation
 
10938
Low Expense
 
161
Tax Efficiency (U.S. only)
 
469

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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