2 / 5 Stars
3 2 4 5 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#83 in Mid-Cap Blend
U.S. News evaluated 138 Mid-Cap 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 19.65 percent over the past year, 9.98 percent over the past three years, 24.04 percent over the past five years, and 6.80 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.2%|
|3 Years (Annualized)||10.0%|
|5 Years (Annualized)||24.0%|
|10 Years (Annualized)||6.8%|
The investment seeks long-term capital appreciation. The fund invests primarily in common stocks believed to be priced at a discount to their true value according to the Adviser's criteria for value. 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 its net assets will be invested in companies meeting its religious criteria (as discussed below). The fund invests in securities of established companies of various market capitalizations.
Fees are Low compared to funds in the same category.
Ave Maria Catholic Values Fund has an expense ratio of 1.42 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.