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Ave Maria Rising Dividend

AVEDX
17.05
-0.10
-0.58%
9/29/2016
5 Years
  • Previous Close

    17.15

  • Net Assets

    805.12M

  • Yield

    1.29%

  • Front load

    None

  • Expenses

    0.92%

  • Category

    Large Blend

  • Morningstar Risk

    Below Average

  • Morningstar Rating ★★★★
Profile

Name of Issuer

Ave Maria Mutual Funds

Fund Style

Open

Fund Manager

George Schwartz

Investment Style

Large Blend

The investment seeks increasing dividend income over time, long-term growth of capital, and a reasonable level of current income. The fund will invest at least 80% of its net assets, including the amount of any borrowings for investment purposes, in the common stocks of dividend-paying companies that are expected to increase their dividends over time and to provide long-term growth of capital. Under normal circumstances, all of its equity investments (which include common stocks, preferred stocks and securities convertible into common stock) and at least 80% of the fund's net assets will be invested in companies meeting its religious criteria.

Purchase Information

Initial Purchase 2,500
Initial Purchase: IRA NA
Initial Purchase: AIP NA

Inception

5/2/2005

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