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Ave Maria Growth (AVEGX) Fund Ranking and Research

Ranking, Research and Recommendation of Ave Maria Growth (AVEGX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Ave Maria Growth Fund (AVEGX) ManagerFund Manager - Richard L. Platte, Jr.

Fund Manager Information

Fund Manager Tenure: 5.8 years
Fund Family: Ave Maria Mutual Funds
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.83)     (What does this score mean?)

 

Graph of Ave Maria Growth Fund (AVEGX) ProfileAve Maria Growth Fund (AVEGX) Profile

Fund Profile and Description

Ave Maria Growth Fund seeks long-term capital appreciation. Ave Maria Growth Fund invests primarily in common stocks of companies believed by the sub-advisor to offer above-average potential for growth in revenues, profits or cash flow. Normally it invests all of the equity investments and at least 80% of the net assets in companies meeting the fund’s religious criteria. Ave Maria Growth Fund may invest in companies of all sizes. It practices morally responsible investing. This process is designed to avoid investments in companies believed to offer products or services or engage in practices that are contrary to core values and teachings of the Roman Catholic Church.

 

Ave Maria Growth (AVEGX) Fund Strength What we like about Ave Maria Growth (AVEGX) Fund

Data for Ave Maria Growth Fund (AVEGX) as of May 30, 2016

  • Ave Maria Growth Fund (AVEGX) management has been with Ave Maria Growth Fund for 5.8 years
  • Ave Maria Growth Fund (AVEGX) has good short-term performance (1-year return 1.38% vs -5.73% Mid-Cap Growth category median performance)
  • Ave Maria Growth Fund (AVEGX) has good mid-term performance (3-year return 9.73% vs 8.38% Mid-Cap Growth category median performance)
  • Ave Maria Growth Fund (AVEGX) has good Long-term performance (5-year return 9.03% vs 7.70% Mid-Cap Growth category median performance)
  • Ave Maria Growth Fund (AVEGX) ratio of up-years vs down years is greater than 2
  • Ave Maria Growth Fund (AVEGX) has a Morningstar rating of 4 and above
  • Asset base in Ave Maria Growth Fund (AVEGX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Ave Maria Growth Fund (AVEGX) has an annual stock turnover rate of 32.00% vs Mid-Cap Growth average of 50.96%. It is good that Ave Maria Growth management does not trade extensively for its return.
  • Ave Maria Growth Fund (AVEGX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.55, lower than category average of 13.49
  • Ave Maria Growth Fund (AVEGX) has a lower expense ratio than its Mid-Cap Growth average: 1.17% vs 1.28%
  • Ave Maria Growth Fund (AVEGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Ave Maria Growth Fund (AVEGX) Weakness What we are cautious about Ave Maria Growth (AVEGX) Fund

Data for Ave Maria Growth Fund (AVEGX) as of May 30, 2016

See Ave Maria Growth Fund (AVEGX) performance details as of May 30, 2016

 

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Compare Ave Maria Growth Fund (AVEGX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Ave Maria Growth7.551.389.739.03
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare Ave Maria Growth Fund (AVEGX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
PowerShares Russell Midcap Pure Gr ETF (PXMG)-0.83%-6.85%5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)1.16%-5.74%7.25%
iShares Morningstar Mid-Cap Growth (JKH)1.51%-5.25%9.06%
Vanguard Mid-Cap Growth ETF (VOT)3.05%-4.02%9.94%

 

Graph of Ave Maria Growth Fund (AVEGX) Net Asset TrackingAve Maria Growth (AVEGX) Fund Net Asset

Track net asset change of Ave Maria Growth fund (AVEGX)

DateNet Asset
05/2016$333.60M
03/2016$319.78M
02/2016$294.53M
More historic net asset information on Ave Maria Growth Fund (AVEGX)

  

Graph of Ave Maria Growth Fund (AVEGX) Portfolio TrackingAve Maria Growth (AVEGX) Fund Portfolio Allocation

Track portfolio allocation change of Ave Maria Growth fund (AVEGX)

DateCashStockBondOther
04/20164.07%95.93%0%0%
02/20164.71%95.29%0%0%
12/20156.88%93.12%0%0%
Click here to see more historic asset allocation information on Ave Maria Growth Fund (AVEGX)

 

graph of Ave Maria Growth Fund (AVEGX) Top 10 Position TrackingTop 10 Holdings in Ave Maria Growth (AVEGX) Fund

Discover what Ave Maria Growth Fund (AVEGX) manager is buying

Apr 29, 2016
Schlumberger N.V. Common Stock [4.28%]
MSC Industrial Direct Company, [3.77%]
Omnicom Group Inc. Common Stock [3.54%]
Copart, Inc. [3.52%]
Polaris Industries Inc. Common [3.43%]
Laboratory Corporation of Ameri [3.43%]
Cognizant Technology Solutions [3.4%]
Cerner Corporation [3.33%]
Amgen Inc. [3.13%]
Graco Inc. Common Stock [3.1%]

Feb 28, 2016
Schlumberger N.V. Common Stock [4.26%]
MSC Industrial Direct Company, [3.77%]
Cognizant Technology Solutions [3.7%]
Omnicom Group Inc. Common Stock [3.69%]
ANSYS, Inc. [3.52%]
Copart, Inc. [3.46%]
Graco Inc. Common Stock [3.45%]
Polaris Industries Inc. Common [3.43%]
Toro Company (The) Common Stock [3.38%]
Laboratory Corporation of Ameri [3.35%]

Dec 30, 2015
ANSYS, Inc. [3.85%]
Cognizant Technology Solutions [3.82%]
Laboratory Corporation of Ameri [3.7%]
Omnicom Group Inc. Common Stock [3.52%]
Amgen Inc. [3.51%]
AMETEK, Inc. [3.43%]
Copart, Inc. [3.41%]
W.W. Grainger, Inc. Common Stoc [3.23%]
Danaher Corporation Common Stoc [3.14%]
Click here for Stock Holding Change Map in Ave Maria Growth Fund (AVEGX)

  

Latest News on Ave Maria Growth (AVEGX) Fund

See what is happening with Ave Maria Growth Fund (AVEGX)

 

Ave Maria Growth Fund (AVEGX) Related ResourcesSee more information on Ave Maria Growth (AVEGX) Fund

Popular pages on Ave Maria Growth (AVEGX) Fund

  

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