Ave Maria is trading at 53.91 as of the 2nd of December 2024; that is 0.09 percent increase since the beginning of the trading day. The fund's open price was 53.86. Ave Maria has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Ave Maria Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of June 2024 and ending today, the 2nd of December 2024. Click here to learn more.
The fund invests primarily in common stocks of companies believed by the Adviser to offer above-average potential for growth in revenues, profits or cash flow. Dividend and interest income are secondary considerations in investment selection. Under normal circumstances, all of its equity investments and at least 80 percent of the funds net assets will be invested in companies meeting its religious criteria. More on Ave Maria Growth
Ave Maria Growth [AVEGX] is traded in USA and was established 2nd of December 2024. Ave Maria is listed under Ave Maria Mutual Funds category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Ave Maria Mutual Funds family. This fund presently has accumulated 909 M in assets under management (AUM) with minimum initial investment of 2.5 K. Ave Maria Growth is currently producing year-to-date (YTD) return of 20.47% with the current yeild of 0.0%, while the total return for the last 3 years was 8.36%.
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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 Growth 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.