Ave Maria Focused Fund (AVEAX)
Ave Maria Focused Fund operates in the Asset Management industry of the Financial Services sector, headquartered in Cincinnati, OH, US. The stock last traded at $17.48, up 0.11% on the session, giving a market capitalisation of $79.4M. Its beta of 0.98 implies it has historically moved less than the broad market.
This fund primarily allocates its investments to equity securities, specifically targeting companies that the Adviser identifies as having strong potential for earnings growth under typical market conditions. A core tenet of its strategy dictates that all equity holdings, and at least 80% of its net assets (including any borrowed funds for investment), must be invested in companies whose operations, products, services, or practices align with, rather than contradict, the fundamental values and teachings of the Roman Catholic Church. Furthermore, the fund maintains a non-diversified portfolio.
Ave Maria Focused Fund is most often compared with the following Financial Services names: