Ave Maria Rising Fund Quote
| AVEDX Fund | USD 23.04 0.22 0.96% |
PerformanceGood
| Odds Of DistressLow
|
Ave Maria is trading at 23.04 as of the 14th of February 2026; that is 0.96 percent increase since the beginning of the trading day. The fund's open price was 22.82. Ave Maria has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 16th of November 2025 and ending today, the 14th of February 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
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 | 31st of December 2025 |
| Expense Ratio Date | 28th of April 2025 |
| Fiscal Year End | December |
Ave Maria Rising [AVEDX] is traded in USA and was established 14th of February 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 996.58 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 6.89% with the current yeild of 0.01%, while the total return for the last 3 years was 9.58%.
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.
Ave Maria Rising Risk Profiles
| Mean Deviation | 0.6249 | |||
| Semi Deviation | 0.6008 | |||
| Standard Deviation | 0.8212 | |||
| Variance | 0.6744 |
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
| Latest headline from news.google.com: Ave Maria Rising Dividend Fund Q4 2025 Commentary - Seeking Alpha | |
| The fund holds 95.87% of its assets under management (AUM) in equities |
Top Ave Maria Rising Mutual Fund Constituents
| MMM | 3M Company | Stock | |
| MDLZ | Mondelez International | Stock | |
| LOW | Lowes Companies | Stock | |
| DGX | Quest Diagnostics Incorporated | Stock | |
| MSFT | Microsoft | Stock | |
| SLB | Schlumberger NV | Stock | |
| V | Visa Class A | Stock | |
| TXN | Texas Instruments Incorporated | Stock | |
| MDT | Medtronic PLC | Stock | |
| HXL | Hexcel | Stock | |
| ITW | Illinois Tool Works | Stock | |
| VFC | VF Corporation | Stock | |
| CSCO | Cisco Systems | Stock | |
| K | Kellanova | Stock | |
| TPL | Texas Pacific Land | Stock | |
| MCO | Moodys | Stock | |
| TJX | The TJX Companies | Stock | |
| RPM | RPM International | Stock | |
| GPC | Genuine Parts Co | Stock | |
| PX | P10 Inc | Stock | |
| AMGN | Amgen Inc | Stock | |
| TSCO | Tractor Supply | Stock | |
| CB | Chubb | Stock | |
| UPS | United Parcel Service | Stock | |
| FHN | First Horizon National | Stock | |
| CTSH | Cognizant Technology Solutions | Stock | |
| BR | Broadridge Financial Solutions | Stock | |
| BK | The Bank of | Stock | |
| JCI | Johnson Controls International | Stock | |
| ZBH | Zimmer Biomet Holdings | Stock |
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.
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| SCHWAB CHARLES P Corp BondUS808513AM75 | View | |
| SCHWAB CHARLES P Corp BondUS808513AU91 | View | |
| SCHW 5 Corp BondUS808513AR62 | View | |
| SCHWAB CHARLES P Corp BondUS808513AQ89 | View | |
| SCHWAB CHARLES P Corp BondUS808513AZ88 | View | |
| CHARLES SCHWAB PORATION Corp BondUS808513BF16 | View |
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.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.01 | |||
| Day Median Price | 23.04 | |||
| Day Typical Price | 23.04 | |||
| Price Action Indicator | 0.11 | |||
| Period Momentum Indicator | 0.22 |
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.
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