Ave Maria World Fund Quote
| AVEWX Fund | USD 21.02 0.16 0.77% |
Performance3 of 100
| Odds Of DistressLess than 21
|
Ave Maria is trading at 21.02 as of the 1st of December 2024; that is 0.77 percent increase since the beginning of the trading day. The fund's open price was 20.86. Ave Maria has about a 21 % 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. Equity ratings for Ave Maria World are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 12th of December 2022 and ending today, the 1st of December 2024. 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 common stocks of U.S. and non-U.S. companies. It will invest at least 60 percent of its net assets in common stocks issued by non-U.S. More on Ave Maria World
AVE Mutual Fund Highlights
| Fund Concentration | Ave Maria Mutual Funds, Large Growth Funds, World Large-Stock Blend Funds, World Large-Stock Blend, Ave Maria Mutual Funds, Large Blend, World Large-Stock Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Ave Maria World [AVEWX] is traded in USA and was established 1st of December 2024. Ave Maria is listed under Ave Maria Mutual Funds category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of Ave Maria Mutual Funds family. This fund presently has accumulated 95.43 M in assets under management (AUM) with minimum initial investment of 2.5 K. Ave Maria World is currently producing year-to-date (YTD) return of 8.41% with the current yeild of 0.01%, while the total return for the last 3 years was 5.56%.
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 World 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.
Top Ave Maria World Mutual Fund Constituents
| TEL | TE Connectivity | Stock | Information Technology | |
| DAL | Delta Air Lines | Stock | Industrials | |
| LOW | Lowes Companies | Stock | Consumer Discretionary | |
| ZBH | Zimmer Biomet Holdings | Stock | Health Care | |
| PHG | Koninklijke Philips NV | Stock | Health Care | |
| MSFT | Microsoft | Stock | Information Technology | |
| MDT | Medtronic PLC | Stock | Health Care | |
| MDLZ | Mondelez International | Stock | Consumer Staples |
Ave Maria World Risk Profiles
| Mean Deviation | 0.6587 | |||
| Semi Deviation | 0.8955 | |||
| Standard Deviation | 0.8605 | |||
| Variance | 0.7405 |
Ave Maria Against Markets
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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