Ave Maria Rising Fund Quote
| AVEDX Fund | USD 26.35 0.03 0.11% |
Performance16 of 100
| Odds Of DistressLess than 17
|
Ave Maria is trading at 26.35 as of the 30th of November 2024; that is 0.11 percent decrease since the beginning of the trading day. The fund's open price was 26.38. Ave Maria has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Ave Maria Rising are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of October 2024 and ending today, the 30th of November 2024. 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
Ave Mutual Fund Highlights
| Fund Concentration | Ave Maria Mutual Funds, Large Funds, Large Blend Funds, Large Blend, Ave Maria Mutual Funds, Large Blend, Large Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Ave Maria Rising [AVEDX] is traded in USA and was established 30th of November 2024. 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 935.43 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 25.33% with the current yeild of 0.01%, while the total return for the last 3 years was 11.06%.
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
| CSCO | Cisco Systems | Stock | Information Technology | |
| MDLZ | Mondelez International | Stock | Consumer Staples | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology | |
| K | Kellanova | Stock | Consumer Staples | |
| MCO | Moodys | Stock | Financials | |
| ZBH | Zimmer Biomet Holdings | Stock | Health Care | |
| ITW | Illinois Tool Works | Stock | Industrials | |
| MSFT | Microsoft | Stock | Information Technology |
Ave Maria Rising Risk Profiles
| Mean Deviation | 0.5243 | |||
| Semi Deviation | 0.3948 | |||
| Standard Deviation | 0.6947 | |||
| Variance | 0.4826 |
Ave Maria Against Markets
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.
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