Ave Maria Bond Fund Quote

AVEFX Fund  USD 11.89  0.05  0.42%   

Performance

8 of 100

 
Low
 
High
OK

Odds Of Distress

Less than 39

 
100  
 
Zero
Below Average
Ave Maria is trading at 11.89 as of the 28th of March 2024; that is 0.42 percent up since the beginning of the trading day. The fund's open price was 11.84. Ave Maria has about a 39 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Ave Maria Bond are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 28th of March 2024. Click here to learn more.
The fund invests primarily in investment-grade debt securities of domestic issuers, including the U.S. government and its agencies and instrumentalities, corporations and municipalities and money market instruments. It may invest up to 20 percent of its net assets in equity securities of domestic or foreign issuers of any market capitalization.. More on Ave Maria Bond

Moving together with Ave Mutual Fund

  0.73AVEGX Ave Maria GrowthPairCorr
  0.75AVEDX Ave Maria RisingPairCorr
  0.61AVEWX Ave Maria WorldPairCorr
  0.8AVEMX Ave Maria ValuePairCorr
  0.86FASIX Fidelity Asset ManagerPairCorr

Ave Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Ave Maria's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Ave Maria or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationAve Maria Mutual Funds, Large Value Funds, Allocation--15% to 30% Equity Funds, Allocation--15% to 30% Equity, Ave Maria Mutual Funds (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
Ave Maria Bond [AVEFX] is traded in USA and was established 28th of March 2024. Ave Maria is listed under Ave Maria Mutual Funds category by Fama And French industry classification. The fund is listed under Allocation--15% to 30% Equity category and is part of Ave Maria Mutual Funds family. This fund presently has accumulated 533.21 M in assets under management (AUM) with minimum initial investment of 2.5 K. Ave Maria Bond is currently producing year-to-date (YTD) return of 1.22% with the current yeild of 0.03%, while the total return for the last 3 years was 1.68%.
Check Ave Maria Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Ave Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Ave Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Ave Maria Bond Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Ave Maria Bond Mutual Fund Constituents

RPMRPM InternationalStockMaterials
FASTFastenal CompanyStockIndustrials
GPCGenuine Parts CoStockConsumer Discretionary
BLKBlackRockStockFinancials
WSOWatsco IncStockIndustrials
VFCVF CorporationStockConsumer Discretionary
UPSUnited Parcel ServiceStockIndustrials
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Ave Maria Target Price Odds Analysis

Based on a normal probability distribution, the odds of Ave Maria jumping above the current price in 90 days from now is near 1%. The Ave Maria Bond probability density function shows the probability of Ave Maria mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Ave Maria Bond has a beta of -0.0115. This suggests as returns on benchmark increase, returns on holding Ave Maria are expected to decrease at a much lower rate. During the bear market, however, Ave Maria Bond is likely to outperform the market. Additionally, ave Maria Bond has an alpha of 0.0162, implying that it can generate a 0.0162 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 11.89HorizonTargetOdds Above 11.89
99.84%90 days
 11.89 
0.14%
Based on a normal probability distribution, the odds of Ave Maria to move above the current price in 90 days from now is near 1 (This Ave Maria Bond probability density function shows the probability of Ave Mutual Fund to fall within a particular range of prices over 90 days) .

Ave Maria Bond Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Ave Maria market risk premium is the additional return an investor will receive from holding Ave Maria long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Ave Maria. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Ave Maria's alpha and beta are two of the key measurements used to evaluate Ave Maria's performance over the market, the standard measures of volatility play an important role as well.

Ave Maria Against Markets

Picking the right benchmark for Ave Maria mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Ave Maria mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Ave Maria is critical whether you are bullish or bearish towards Ave Maria Bond at a given time. Please also check how Ave Maria's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Ave Maria without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Ave Mutual Fund?

Before investing in Ave Maria, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Ave Maria. To buy Ave Maria fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Ave Maria. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Ave Maria fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Ave Maria Bond fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Ave Maria Bond fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Ave Maria Bond, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Ave Maria Bond?

The danger of trading Ave Maria Bond is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Ave Maria is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Ave Maria. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Ave Maria Bond is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Ave Maria Bond. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in census.
Note that the Ave Maria Bond information on this page should be used as a complementary analysis to other Ave Maria's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.

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When running Ave Maria's price analysis, check to measure Ave Maria's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Ave Maria is operating at the current time. Most of Ave Maria's value examination focuses on studying past and present price action to predict the probability of Ave Maria's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Ave Maria's price. Additionally, you may evaluate how the addition of Ave Maria to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Ave Maria's value and its price as these two are different measures arrived at by different means. Investors typically determine if Ave Maria is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Ave Maria's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.