Ave Maria Mutual Funds Mutual Funds List
Here you can find all mutual funds issued by Ave Maria Mutual Funds and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 6
- Avg. Expense Ratio
- 0.92%
- Avg. 1 Year Return
- 8.18%
- Avg. 5 Year Return
- 6.83%
- Median Risk/Return Score
- 9 / 100
Ave Maria Mutual Funds Mutual Funds List
6 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ave Maria Focused Fund | Mid Cap Growth Equities | Apr 30, 2020 | 1.14% | 7.87% | — | 0.00% | 4 | ||||||||
| Ave Maria Rising Dividend Fund | Large Cap Blend Equities | May 2, 2005 | 0.90% | -1.87% | 10.49% | 5.64% | 1 | ||||||||
| Ave Maria Bond Fund | Diversified Portfolio | Apr 30, 2003 | 0.41% | 1.37% | 3.86% | 3.47% | 25 | ||||||||
| Ave Maria Growth Fund | Large Cap Growth Equities | May 1, 2003 | 0.90% | 16.29% | 13.91% | 4.91% | 25 | ||||||||
| Ave Maria Value Fund | Mid Cap Blend Equities | May 1, 2001 | 0.97% | 8.90% | 10.67% | 0.31% | 5 | ||||||||
| Ave Maria World Equity Fund | Global Equities | Apr 29, 2010 | 1.18% | 10.72% | 8.82% | 2.29% | 13 |
Explore top Ave Maria Mutual Funds Mutual Fund Categories and Asset Classes
Ave Maria Mutual Funds Equity Mutual fundsAve Maria Mutual Funds Multi-Asset Mutual fundsAve Maria Mutual Funds Diversified Portfolio Mutual fundsAve Maria Mutual Funds Global Equities Mutual fundsAve Maria Mutual Funds Large Cap Blend Equities Mutual fundsAve Maria Mutual Funds Large Cap Growth Equities Mutual fundsAve Maria Mutual Funds Mid Cap Blend Equities Mutual funds
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Ave Maria Mutual Funds Mutual funds by Risk/Return Score
The top Ave Maria Mutual Funds Mutual funds by PortfoliosLab Risk/Return Score are AVEGX (25) and AVEFX (25).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Ave Maria Growth Fund | 25 | — | May 2003 | |
| Ave Maria Bond Fund | 25 | — | Apr 2003 | |
| Ave Maria World Equity Fund | 13 | — | Apr 2010 | |
| Ave Maria Value Fund | 5 | — | May 2001 | |
| Ave Maria Focused Fund | 4 | — | Apr 2020 |
Best-Performing Ave Maria Mutual Funds Mutual funds Over 5 Years
The top Ave Maria Mutual Funds Mutual funds is AVEGX (9.35%).
Across the lineup, Ave Maria Mutual Funds Mutual funds show an average 1-year return of 8.18% and an average 5-year return of 6.83%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Ave Maria Growth Fund | 9.35% | — | May 2003 | |
| Ave Maria Value Fund | 8.40% | — | May 2001 | |
| Ave Maria World Equity Fund | 7.70% | — | Apr 2010 | |
| Ave Maria Rising Dividend Fund | 7.62% | — | May 2005 | |
| Ave Maria Focused Fund | 5.13% | — | Apr 2020 |
Lowest-Cost Ave Maria Mutual Funds Mutual funds
The top Ave Maria Mutual Funds Mutual funds is AVEFX (0.41%).
With an average expense ratio of 0.92%, Ave Maria Mutual Funds Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Ave Maria Bond Fund | 0.41% | — | Apr 2003 | |
| Ave Maria Rising Dividend Fund | 0.90% | — | May 2005 | |
| Ave Maria Growth Fund | 0.90% | — | May 2003 | |
| Ave Maria Value Fund | 0.97% | — | May 2001 | |
| Ave Maria Focused Fund | 1.14% | — | Apr 2020 |
Highest-Yield Ave Maria Mutual Funds Mutual funds
The top Ave Maria Mutual Funds Mutual funds is AVEDX (5.64%).
Across the lineup, Ave Maria Mutual Funds Mutual funds show an average dividend yield of 2.77%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Ave Maria Rising Dividend Fund | 5.64% | — | May 2005 | |
| Ave Maria Growth Fund | 4.91% | — | May 2003 | |
| Ave Maria Bond Fund | 3.47% | — | Apr 2003 | |
| Ave Maria World Equity Fund | 2.29% | — | Apr 2010 | |
| Ave Maria Value Fund | 0.31% | — | May 2001 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
AVEGX vs. SWPPXAVEGX vs. TPLCAVEGX vs. FXAIXAVEGX vs. AQEIXAVEGX vs. KCXIXAVEDX vs. VLOAVEDX vs. OXYAVEDX vs. DVNAVEDX vs. COPAVEDX vs. CVXAVEMX vs. VLOAVEMX vs. AQEIXAVEMX vs. DNLAXAVEMX vs. BIGTXAVEMX vs. BTMFXAVEFX vs. VFIFXAVEFX vs. BIMIXAVEFX vs. VOOAVEFX vs. AOKAVEFX vs. VFFVXAVEAX vs. FXAIXAVEAX vs. VOOAVEAX vs. BARIXAVEAX vs. VLEQXAVEAX vs. BARAXAVEWX vs. UCEQXAVEWX vs. GMGEXAVEWX vs. SSGLXAVEWX vs. VOOAVEWX vs. CAEIX