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Ave Maria Rising Dividend (AVEDX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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At close: 08:01PM EDT
| Previous close | 22.66 |
| YTD return | 2.70% |
| Expense ratio (net) | 0.92% |
| Category | Large Blend |
| Last cap gain | 25.00 |
| Morningstar rating | ★★★★★ |
| Morningstar risk rating | Above average |
| Sustainability rating |
| Net assets | 1.01B |
| Beta (5Y monthly) | 0.90 |
| Yield | 1.07% |
| 5y average return | N/A |
| Holdings turnover | 19.00% |
| Last dividend | 0.05 |
| Average for category | N/A |
| Inception date | 02 May 2005 |
- Business Wire
Ave Maria Bond Fund Wins 2024 LSEG Lipper Awards
PLYMOUTH, Mich., March 14, 2024--Schwartz Investment Counsel, Inc., the investment adviser to the Ave Maria Mutual Funds, today announced that its Ave Maria Bond Fund (NASDAQ: AVEFX) has been awarded 2024 LSEG Lipper Fund Awards for the best A-rated corporate bond funds. The award is for the 3-year (among 12 funds), 5-year (among 12 funds) and 10-year periods (among 11 funds) ended November 30, 2023. The awards acknowledge the mutual fund’s consistently strong risk-adjusted returns relative to i
- Business Wire
Adviser to Ave Maria Mutual Funds Announces Several Promotions
PLYMOUTH, Mich., January 03, 2024--Schwartz Investment Counsel, Inc. (the Firm), the investment adviser for Ave Maria Mutual Funds, has announced promotions effective January 1, 2024, for Timothy Schwartz, Brandon Scheitler, and Anthony Gennaro.
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