Ave Maria Rising Fund Quote

AVEDX Fund  USD 22.59  0.11  0.48%   

Performance

Mild

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Ave Maria is trading at 22.59 as of the 24th of January 2026; that is 0.48 percent decrease since the beginning of the trading day. The fund's open price was 22.7. Ave Maria has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 26th of October 2025 and ending today, the 24th of January 2026. Click here to learn more.
The fund will invest at least 80 percent of its net assets, including the amount of any borrowings for investment purposes, in the common stocks of dividend-paying companies that are expected to increase their dividends over time and to provide long-term growth of capital. More on Ave Maria Rising

Moving together with Ave Mutual Fund

  0.94AVEGX Ave Maria GrowthPairCorr
  0.93AVEFX Ave Maria BondPairCorr
  0.84AVEMX Ave Maria ValuePairCorr

Ave Mutual Fund Highlights

Fund ConcentrationAve Maria Mutual Funds, Large Funds, Large Blend Funds, Large Blend, Ave Maria Mutual Funds, Large Blend, Large Blend (View all Sectors)
Update Date31st of December 2025
Expense Ratio Date28th of April 2025
Fiscal Year EndDecember
Ave Maria Rising [AVEDX] is traded in USA and was established 24th of January 2026. Ave Maria is listed under Ave Maria Mutual Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Ave Maria Mutual Funds family. This fund presently has accumulated 972.49 M in assets under management (AUM) with minimum initial investment of 2.5 K. Ave Maria Rising is currently producing year-to-date (YTD) return of 5.77% with the current yeild of 0.01%, while the total return for the last 3 years was 9.47%.
Check Ave Maria Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Ave Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Ave Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Ave Maria Rising Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Ave Maria Rising Mutual Fund Constituents

GOTXXMoney Market ObligationsMoney Market FundUS Money Market Fund
ZBHZimmer Biomet HoldingsStockHealth Care
JCIJohnson Controls InternationalStockIndustrials
HXLHexcelStockIndustrials
BRBroadridge Financial SolutionsStockIndustrials
VVisa Class AStockFinancials
DGXQuest Diagnostics IncorporatedStockHealth Care
FASTFastenal CompanyStockIndustrials
More Details

Ave Maria Rising Risk Profiles

Ave Maria Against Markets

Ave Mutual Fund Analysis Notes

The fund generated returns of 10.0% over the last ten years. Ave Maria Rising holds 95.87% of assets under management (AUM) in equities. This fund last dividend was 0.05 per share. Large For more info on Ave Maria Rising please contact the company at 888-726-9331.

Ave Maria Rising Investment Alerts

The fund holds 95.87% of its assets under management (AUM) in equities

Top Ave Maria Rising Mutual Fund Constituents

Ave Maria Outstanding Bonds

Ave Maria issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Ave Maria Rising uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Ave bonds can be classified according to their maturity, which is the date when Ave Maria Rising has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Ave Maria Predictive Daily Indicators

Ave Maria intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Ave Maria mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Ave Maria Forecast Models

Ave Maria's time-series forecasting models are one of many Ave Maria's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Ave Maria's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Other Information on Investing in Ave Mutual Fund

Ave Maria financial ratios help investors to determine whether Ave Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ave with respect to the benefits of owning Ave Maria security.
Portfolio Analyzer
Portfolio analysis module that provides access to portfolio diagnostics and optimization engine
Technical Analysis
Check basic technical indicators and analysis based on most latest market data
Financial Widgets
Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets
Companies Directory
Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals