Ave Maria Rising Dividend Fund AVEDX Strategy
Strategy
The investment seeks increasing dividend income over time, long-term growth of capital, and a reasonable level of current income. The fund will invest at least 80% of its net assets, including the amount of any borrowings for investment purposes, in the common stocks of dividend-paying companies that are expected to increase their dividends over time and to provide long-term growth of capital. Under normal circumstances, all of its equity investments (which include common stocks, preferred stocks and securities convertible into common stock) and at least 80% of the fund's net assets will be invested in companies meeting its religious criteria.
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Morningstar Rating for Funds
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AVEDX
| Ave Maria Rising Dividend Fund | No Load | Open | $813.24M | 0.900% | Above Average | $2,500 | −$197.83M |