AVEAX – Ave Maria Growth Focused Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. Under normal market conditions, the fund will invest primarily in equity securities that the Adviser believes have high earnings growth potential. Under normal circumstances, all of the fund's equity investments and at least 80% of the fund's net assets (plus the amount of borrowings for investment purposes) will be invested in companies believed to offer products or services or engage in practices that are not contrary to core values and teachings of the Roman Catholic Church. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
AVEAX	Ave Maria Growth Focused	No Load	Open			May 1, 2020	$79.99M	1.070%	Below Average	$2,500	$2.92M

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