The fund has returned 5.55 percent over the past year, 5.47 percent over the past three years, 3.54 percent over the past five years, and 4.05 percent over the past decade.

The fund has returned 4.71 percent over the past year, 17.44 percent over the past three years, and 6.15 percent over the past five years.

The Ave Maria Value Focused Fund delivered an 8.25% Q1 2025 return, outperforming the S&P 1500 and S&P 500, which posted negative returns. Our disciplined, value-oriented approach and diversified ...

If you have been looking for Mutual Fund Equity Report funds, it would not be wise to start your search with Ave Maria Growth Fund (AVEGX). AVEGX possesses a Zacks Mutual Fund Rank of 4 (Sell), which ...

Schwartz Investment Counsel, which runs the Catholic-values-focused Ave Maria mutual funds, is adequately suited to its responsibilities. It warrants an Average Parent rating. Based in Plymouth, ...

Performance data quoted represents past performance, which is no guarantee of future results. Investment return and principal value are historical and may fluctuate so that redemption value may be ...