Ave Maria Rising Dividend Fund AVEDX

Medalist Rating as of Nov 11, 2026 See Ave Maria Investment Hub

NAV and 1-Day Return as of Nov 14, 2026, 1:41:34 AM

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AVEDX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the AVEDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of AVEDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Tony Thomas

Principal

Ave Maria Rising Dividend is getting new leadership, and while some things won't change, others will start to look quite different over time.

by Tony Thomas

Rated on Nov 11, 2026 Published on Nov 11, 2026

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Portfolio Holdings AVEDX

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Texas Instruments Inc	5.17	42M	Technology
Chevron Corp	4.77	39M	Energy
Moodys Corp	4.47	36M	Financial Services
Federated Hermes Govt Obl Tx-Mgd IS	4.47	36M	Cash and Equivalents
Taiwan Semiconductor Manufacturing Co Ltd ADR	4.21	34M	Technology
Texas Pacific Land Corp	4.01	33M	Energy
Fastenal Co	3.96	32M	Industrials
Diamondback Energy Inc	3.96	32M	Energy
Mastercard Inc Class A	3.73	30M	Financial Services
Heico Corp Class A	3.51	29M	Industrials