AVEDX : Ave Maria Rising Dividend Fund

AVEDX is a US Stocks Market Large Blend with HIGH fees.

AVEDX

Ave Maria Rising Dividend Fund

FI Score

44 /100

Expense Ratio Rating

5 /10

Expense Rating

1 /10

Market Score

5 /10

Category Score

10 /10

Market Size

5 /10

44% FI Score
  • avedx
  • Mutual Fund
  • US Stocks
  • Large Blend

Ave Maria Rising Dividend Fund

Expenses: 0.93% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

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.

Largest Holdings

Amount Holding
4.70% Zimmer Biomet Holdings Inc
4.61% Lowe's Companies Inc
4.60% Visa Inc Class A
4.30% Medtronic PLC
4.18% Mondelez International Inc Class A
3.85% Texas Instruments Inc
3.55% Kellogg Co
3.34% Truist Financial Corp
3.28% Quest Diagnostics Inc
3.23% Tractor Supply Co
3.22% Broadridge Financial Solutions Inc
2.88% Accenture PLC Class A
2.87% Cisco Systems Inc
2.87% Chevron Corp
2.81% SAP SE ADR
2.62% SS&C Technologies Holdings Inc
2.49% Eaton Corp PLC
2.36% Genuine Parts Co
2.27% Chubb Ltd
2.24% United Parcel Service Inc Class B
2.15% Moody's Corporation
2.06% Brookfield Asset Management Inc Class A
1.99% TJX Companies Inc
1.86% International Flavors & Fragrances Inc
1.77% BlackRock Inc

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