| Amount | Holding |
|---|---|
| 2.10% | Chevron Corp |
| 1.89% | BlackRock Inc |
| 1.76% | Kellogg Co |
| 1.72% | Electronic Arts Inc. 4.8% |
| 1.59% | Stryker Corporation 3.38% |
| 1.57% | Medtronic PLC |
| 1.57% | Illinois Tool Works Inc. 2.65% |
| 1.51% | Texas Instruments Inc |
| 1.42% | Lowes Companies, Inc. 3.1% |
| 1.42% | The Coca-Cola Company 2.88% |
| 1.41% | United Parcel Service Inc Class B |
| 1.40% | Ecolab Inc. 3.25% |
| 1.37% | Watsco Inc |
| 1.28% | PNC Bank, National Association 3.25% |
| 1.26% | Hershey Co (The) 2.62% |
| 1.25% | VF Corp |
| 1.22% | MasterCard Incorporated 2% |
| 1.22% | Ecolab Inc. 4.35% |
| 1.20% | Royal Dutch Shell PLC ADR Class B |
| 1.16% | Visa Inc 3.15% |
| 1.14% | MasterCard Incorporated 3.38% |
| 1.12% | Fastenal Co |
| 1.11% | Visa Inc 2.15% |
| 1.11% | Chubb INA Holdings Inc 3.15% |
| 1.05% | Kimberly-Clark Corporation 2.4% |
Expense Ratio Rating
8 /10
Expense Rating
5 /10
Market Score
4 /10
Category Score
5 /10
Market Size
4 /10
$AVEFX Alternatives
55%
FI Score
- avefx
- Mutual Fund
- Allocation
- All-In-One
Expenses: 0.49% (Better than 1% of similar funds)
This is an OK choice for a All-In-One Allocation fund. See why ยป