5 / 5 Stars
5 5 5 4 3
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#2 in Large Blend
U.S. News evaluated 486 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 21.55 percent over the past year, 14.61 percent over the past three years, and 19.87 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.9%|
|3 Years (Annualized)||14.6%|
|5 Years (Annualized)||19.9%|
|10 Years (Annualized)||N/A|
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 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. The fund may invest in companies of all sizes.
Fees are Above Average compared to funds in the same category.
Ave Maria Rising Dividend Fund has an expense ratio of 0.99 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.