Ave Maria World Equity Fund

Class Other (AVEWX)
Scorecard
2 / 5 Stars
Lipper
1 2 3 1 4
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
D (Sell)

#114 in World Stock

U.S. News evaluated 304 World Stock Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Ave Maria Mutual Funds funds

See full World Stock rankings

See more fund rankings

Performance

The fund has returned 21.89 percent over the past year, and 8.02 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 4.7%
1 Year 21.9%
3 Years (Annualized) 8.0%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more AVEWX performance

Summary

The investment seeks long-term capital appreciation. The fund will invest at least 80% of its net assets in common stocks of U.S. and non-U.S. companies. It will invest at least 60% of its net assets in common stocks issued by non-U.S. companies. Under normal circumstances, all of the fund's 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 the fund's religious criteria. It invests in securities of established companies of various market capitalizations.

Fees

Fees are Above Average compared to funds in the same category.
Ave Maria World Equity Fund has an expense ratio of 1.50 percent.

See more AVEWX fees

Risk

Risk is Average compared to funds in the same category according to Morningstar.

See more AVEWX risk

See Also:

Top Ave Maria Mutual Funds Funds