Ave Maria is trading at 12.28 as of the 18th of March 2025; that is 0.24 percent increase since the beginning of the trading day. The fund's open price was 12.25. Ave Maria has about a 20 % 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 18th of December 2024 and ending today, the 18th of March 2025. Click here to learn more.
The fund invests primarily in investment-grade debt securities of domestic issuers, including the U.S. government and its agencies and instrumentalities, corporations and municipalities and money market instruments. It may invest up to 20 percent of its net assets in equity securities of domestic or foreign issuers of any market capitalization.. More on Ave Maria Bond
Ave Maria Bond [AVEFX] is traded in USA and was established 18th of March 2025. Ave Maria is listed under Ave Maria Mutual Funds category by Fama And French industry classification. The fund is listed under Allocation--15% to 30% Equity category and is part of Ave Maria Mutual Funds family. This fund presently has accumulated 533.21 M in assets under management (AUM) with minimum initial investment of 2.5 K. Ave Maria Bond is currently producing year-to-date (YTD) return of 1.96% with the current yeild of 0.03%, while the total return for the last 3 years was 3.91%.
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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 Bond 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 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.