Ave Maria Value Focused Fund (RCMFX)
Ave Maria Value Focused Fund operates in the Asset Management industry of the Financial Services sector, headquartered in Cincinnati, OH, US. The stock last traded at $55.50, down 0.07% on the session, giving a market capitalisation of $83.1M. Its beta of 0.96 implies it has historically moved less than the broad market.
This fund dedicates at least 80% of its total assets—a figure that includes any borrowed capital used for investment—to equity holdings. These generally consist of common shares, preferred shares, and various securities that can be converted into common stock. The fund maintains the flexibility to invest in companies of any scale, without being restricted by market capitalization. Furthermore, it may judiciously utilize exchange-traded funds (ETFs) if the Adviser believes it is an effective way to access broad market segments, target specific sectors, or implement hedging strategies against market volatility, often as an alternative to acquiring numerous individual securities. This investment vehicle operates as a non-diversified fund.
Ave Maria Value Focused Fund is most often compared with the following Financial Services names: