Ave Maria Focused Fund
AVEAX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 225 Pictoria Drive, Suite 450 Cincinnati OH United States of America 45246
- IPO Date
- May 1, 2020
- CIK
- 0000891160
- Website
- avemariafunds.com
- Similar Companies
- Business
- Ave Maria Growth Focused Fund (AVEAX) is a no-load mutual fund that seeks long-term capital appreciation through investments primarily in equity securities of companies exhibiting high earnings growth potential and adhering to the core values and teachings of the Roman Catholic Church. Managed by Schwartz Investment Counsel, Inc., the fund applies rigorous moral screens to exclude companies involved in activities such as abortion, embryonic stem cell research, pornography, contraceptives, and embryonic cloning; it focuses on domestic and international equities across market capitalizations, with top holdings including APi Group Corporation, eDreams ODIGEO SA, and WaterBridge Infrastructure LLC as of September 30, 2025. Part of the Ave Maria Mutual Funds family, which offers additional strategies including the Ave Maria Value Focused Fund (formerly Schwartz Value Focused Fund), Ave Maria Value Fund, Ave Maria Bond Fund, and others, the funds are available through individual, joint, custodial, IRA, and Coverdell Education Savings Accounts, with services such as Automatic Investment Plans and a $2,500 minimum initial investment. The Ave Maria Mutual Funds, established in 2001 under the guidance of a Catholic Advisory Board, are headquartered in Plymouth, Michigan, with an additional office in Ave Maria, Florida, and manage approximately $3.8 billion in assets targeting Catholic-aligned investors seeking morally responsible growth and value strategies. In April 2025, the Ave Maria Focused Fund was renamed the Ave Maria Growth Focused Fund, coinciding with the rebranding of the Schwartz Value Focused Fund to the Ave Maria Value Focused Fund, enhancing alignment under the Ave Maria umbrella without changes to investment objectives or portfolio management; additionally, Callista Gingrich joined the Catholic Advisory Board in June 2024, and the Ave Maria Bond Fund received LSEG Lipper Awards for consistent returns in 2024 and 2025.