AVEGX : Ave Maria Growth Fund

AVEGX is a US Stocks Market Large Growth with MODERATE fees.

AVEGX

Ave Maria Growth Fund

FI Score

45 /100

Expense Ratio Rating

6 /10

Expense Rating

1 /10

Market Score

5 /10

Category Score

8 /10

Market Size

5 /10

45% FI Score
  • avegx
  • Mutual Fund
  • US Stocks
  • Large Growth

Ave Maria Growth Fund

Expenses: 0.94% (Better than 1% of similar funds)

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

Fund Summary

The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of companies believed by the Adviser to offer above-average potential for growth in revenues, profits or cash flow. Dividend and interest income are secondary considerations in investment selection. Under normal circumstances, all of its equity investments and at least 80% of the fund's net assets will be invested in companies meeting its religious criteria. The fund may invest in companies of all sizes, including small and mid-cap companies.

Largest Holdings

Amount Holding
5.13% Ansys Inc
5.03% Copart Inc
5.00% Mastercard Inc A
4.83% Visa Inc Class A
4.39% Brookfield Asset Management Inc Class A
4.35% S&P Global Inc
4.31% SBA Communications Corp
3.97% Roper Technologies Inc
3.81% Heico Corp Class A
3.49% Texas Instruments Inc
3.48% Frontdoor Inc
3.42% Broadridge Financial Solutions Inc
3.34% Accenture PLC Class A
3.12% O'Reilly Automotive Inc
3.10% IQVIA Holdings Inc
3.01% Ollie's Bargain Outlet Holdings Inc
2.97% Moody's Corporation
2.91% Medtronic PLC
2.88% Lowe's Companies Inc
2.86% Change Healthcare Inc
2.30% Booking Holdings Inc
2.22% Zimmer Biomet Holdings Inc
1.93% Fortive Corp
1.85% AMETEK Inc
1.38% Equinix Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo