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Ave Maria Mutual Funds

Ave Maria is the leading Catholic Mutual Fund Company which provides a suite of mutual funds reflecting Catholic values. Ave Maria uses proprietary criteria to screen out companies that promote or support activities contrary to the core moral teachings of the Catholic Church.  All investments are screened to eliminate any company engaged in abortion, pornography, embryonic stem cell research, or those that make corporate contributions to Planned Parenthood. The following Ave Maria Mutual Funds are included within our InvestingCatholic Ave Maria Mutual Fund Series portfolios.

Ave Maria Rising Dividend Fund (AVEDX)                                              

Fund Summary: The Ave Maria Rising Dividend Fund invests primarily in common stocks of dividend-paying companies that are expected to increase their dividends regularly. The goal is long-term capital appreciation and  a reasonable level of current income. The fund may invest in companies of all sizes.

Fund Objective: Ave Maria Rising Dividend Fund seeks increasing dividend income over time, long-term growth, and a reasonable level of current income from investments in dividend-paying stocks that do not violate core values and teachings of the Roman Catholic Church.

Ave Maria Growth Fund (AVEGX)                                       

Fund Summary: The Ave Maria Growth Fund invests primarily in common stocks of companies believed by the Adviser to offer above-average potential for growth in revenues, profits and cash flow. The goal is long-term capital appreciation. The fund may invest in companies of all sizes.

Fund Objective: Ave Maria Growth Fund seeks long-term capital appreciation, using the growth style, from equity investments in companies that do not violate core values and teachings of the Roman Catholic Church.

Ave Maria World Equity (AVEWX)                                             

Fund Summary: The Ave Maria World Equity Fund invests at least 80% of its net assets in stocks of U.S. and non-U.S. companies. The fund will invest at lease 60% of its net assets in common stocks issued by non-U.S. companies. The goal is long term capital appreciation.

Fund Objective: Ave Maria World Equity Fund seeks long-term capital appreciation from equity investments in companies that do not violate core values and teachings of the Roman Catholic Church.

Ave Maria Bond Fund (AVEFX)                                             

Fund Summary: The Ave Maria Bond Fund invests in investment-grade debt of domestic corporations, U.S. Treasuries and Agencies. Up to 20% of the fund may be invested in dividend-paying common stocks. The goal is preservation of capital with a reasonable level of current income.

Fund Objective: Ave Maria Bond Fund invests primarily in U.S. Treasury and agency securities and investment-grade bonds of domestic corporations that do not violate core values and teachings of the Roman Catholic Church. The goal is preservation of principal with a reasonable level of income.

 
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Risk Disclosure: Past performance does not guarantee future results. There are no absolute guarantees in investing. Before investing, consider your investment objectives and all applicable fees and expenses. See full disclosures for more information.
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