Ave Maria Growth Fund Quote
| AVEGX Fund | USD 46.46 0.06 0.13% |
Performance5 of 100
| Odds Of DistressLess than 19
|
Ave Maria is trading at 46.46 as of the 24th of April 2024; that is -0.13 percent decrease since the beginning of the trading day. The fund's open price was 46.52. Ave Maria has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Ave Maria Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of March 2024 and ending today, the 24th of April 2024. Click here to learn more.
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 percent of the funds net assets will be invested in companies meeting its religious criteria. More on Ave Maria Growth
Moving together with Ave Mutual Fund
| 0.84 | AVEFX | Ave Maria Bond | PairCorr |
| 0.97 | AVEDX | Ave Maria Rising | PairCorr |
| 0.64 | AVEAX | Ave Maria Focused | PairCorr |
| 0.87 | AVEWX | Ave Maria World | PairCorr |
| 0.78 | AVEMX | Ave Maria Value | PairCorr |
| 0.94 | FAFGX | American Funds | PairCorr |
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 Concentration | Ave Maria Mutual Funds, Large Funds, Large Growth Funds, Large Growth, Ave Maria Mutual Funds, Large Growth, Large Growth (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Ave Maria Growth [AVEGX] is traded in USA and was established 24th of April 2024. Ave Maria is listed under Ave Maria Mutual Funds category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Ave Maria Mutual Funds family. This fund presently has accumulated 909 M in assets under management (AUM) with minimum initial investment of 2.5 K. Ave Maria Growth is currently producing year-to-date (YTD) return of 1.48% with the current yeild of 0.0%, while the total return for the last 3 years was 3.52%.
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 Growth 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 Growth Mutual Fund Constituents
| CERN | Cerner Corp | Stock | Health Information Services |
| HXL | Hexcel | Stock | Industrials |
| ZBH | Zimmer Biomet Holdings | Stock | Health Care |
| MDT | Medtronic PLC | Stock | Health Care |
| GGG | Graco Inc | Stock | Industrials |
| BKNG | Booking Holdings | Stock | Consumer Discretionary |
| AME | Ametek Inc | Stock | Industrials |
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 about 54.55%. The Ave Maria Growth 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 the mutual fund has a beta coefficient of 1.2124. This suggests as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Ave Maria will likely underperform. Additionally, ave Maria Growth has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Ave Maria to move above the current price in 90 days from now is about 54.55 (This Ave Maria Growth probability density function shows the probability of Ave Mutual Fund to fall within a particular range of prices over 90 days) .
Ave Maria Growth 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.
| Mean Deviation | 0.7061 | |||
| Semi Deviation | 0.7294 | |||
| Standard Deviation | 0.8691 | |||
| Variance | 0.7553 |
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 Growth 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.Did you try this?
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Fundamental AnalysisView fundamental data based on most recent published financial statements |
| All Next | Launch Module |
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 Growth 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 Growth 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 Growth, 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 Growth?
The danger of trading Ave Maria Growth 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 Growth 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 Growth. 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 price. Note that the Ave Maria Growth 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 Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.