Ave Maria Growth Fund
AVEGX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
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 5, 2003
- CIK
- 0000891160
- Website
- avemariafunds.com
- Similar Companies
- Business
- Ave Maria Growth Fund (AVEGX) is an open-end mutual fund that seeks long-term capital appreciation through a growth-oriented investment style, primarily in common stocks of companies demonstrating above-average potential for growth in revenues, profits, or cash flow; dividend and interest income serve as secondary considerations. Under normal circumstances, all equity investments and at least 80% of the fund's net assets are allocated to companies adhering to the core moral teachings of the Roman Catholic Church, with investments spanning companies of all sizes, including small- and mid-capitalization firms; the fund is classified in the Large Growth category by Morningstar and benchmarks against the S&P 500 Index. It operates as part of Ave Maria Mutual Funds, managed by Schwartz Investment Counsel, Inc., with no-load share classes available through individual, joint, custodial, retirement (including IRAs), and Coverdell Education Savings Accounts; services include automatic investment and withdrawal plans, with a $2,500 minimum initial investment, and shares are distributed via Ultimus Fund Distributors, LLC. Launched on May 1, 2003, the fund is domiciled in the United States with headquarters at 801 W. Ann Arbor Trail, Suite 244, Plymouth, Michigan 48170. In recent developments, the broader Ave Maria Mutual Funds family appointed Callista Gingrich to its Catholic Advisory Board on January 6, 2025; the related Ave Maria Bond Fund received 2025 LSEG Lipper Awards for Consistent Return among A-rated corporate debt funds for the three- and five-year periods ended November 30, 2024, building on its 2024 Lipper wins; additionally, prior to April 28, 2025, the Ave Maria Growth Focused Fund (a related strategy, formerly Ave Maria Focused Fund) underwent a name change, reflecting ongoing refinements in branding and portfolio focus within the Ave Maria suite.