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Ave Maria World Equity (AVEWX) Fund Ranking and Research

Ranking, Research and Recommendation of Ave Maria World Equity (AVEWX) Fund

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

 

Graph of Ave Maria World Equity Fund (AVEWX) ManagerFund Manager - Joseph W. Skornicka

Fund Manager Information

Fund Manager Tenure: 7.5 years
Fund Family: Ave Maria Mutual Funds
Fund Category: World Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.46)     (What does this score mean?)

 

Graph of Ave Maria World Equity Fund (AVEWX) ProfileAve Maria World Equity Fund (AVEWX) Profile

Fund Profile and Description

Ave Maria World Equity Fund seeks long-term capital appreciation. Ave Maria World Equity Fund invests at least 80% of net assets, including the amount of any borrowings for investment purposes, in common stocks of U.S. and non-U.S. companies. It invests at least 60% of net assets in common stocks issued by non-U.S. companies. Ave Maria World Equity Fund invests all the equity investment and at least 80% of net assets in companies meeting the fund's religious criteria. It avoids investments in companies it believes offer products or services or engage in practices that are contrary to core values and teachings of the Roman Catholic Church.

 

Ave Maria World Equity (AVEWX) Fund Strength What we like about Ave Maria World Equity (AVEWX) Fund

Data for Ave Maria World Equity Fund (AVEWX) as of May 30, 2016

  • Ave Maria World Equity Fund (AVEWX) management has been with Ave Maria World Equity Fund for 7.5 years
  • Ave Maria World Equity Fund (AVEWX) has good short-term performance (1-year return -5.07% vs -5.49% World Stock category median performance)
  • Asset base in Ave Maria World Equity Fund (AVEWX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Ave Maria World Equity Fund (AVEWX) has an annual stock turnover rate of 35.00% vs World Stock average of 47.65%. It is good that Ave Maria World Equity management does not trade extensively for its return.
  • Ave Maria World Equity Fund (AVEWX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.2, lower than category average of 12.23
  • Ave Maria World Equity Fund (AVEWX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Ave Maria World Equity Fund (AVEWX) Weakness What we are cautious about Ave Maria World Equity (AVEWX) Fund

Data for Ave Maria World Equity Fund (AVEWX) as of May 30, 2016

  • Ave Maria World Equity Fund (AVEWX) has a less-than-ideal mid-term performance (3-year return 4.23% vs 5.54% World Stock category median performance)
  • Ave Maria World Equity Fund (AVEWX) has a less-than-ideal Long-term performance (5-year return 3.41% vs 5.54% World Stock category median performance)
  • Ave Maria World Equity Fund (AVEWX) ratio of up-years vs down years can be improved
  • Ave Maria World Equity Fund (AVEWX) has a Morningstar rating of 3 and below
  • Ave Maria World Equity Fund (AVEWX) is less safe compared to its World Stock peers
  • Ave Maria World Equity Fund (AVEWX) does not have a good risk adjusted return as its 3-year Alpha of 3.96 is worse than category average of 5.14, and its 3-year Sharpe ratio is 0.39
  • Ave Maria World Equity Fund (AVEWX) has a higher expense ratio of 1.50% than its World Stock average of 1.28%
See Ave Maria World Equity Fund (AVEWX) performance details as of May 30, 2016

 

What do you think?

 

Compare Ave Maria World Equity Fund (AVEWX)Compare with other top World Stock category mutual funds

Aadditional top World Stock mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Ave Maria World Equity4.29-5.074.233.41
Harbor Global Growth Instl (HGGAX)0.19-2.668.678.45Compare
VY Morgan Stanley Global Franchise A (IGFAX)5.175.327.528.58Compare
Columbia Select Global Equity A (IGLGX)2.741.016.585.54Compare

See top fund managers for World Stock Category Funds

 

Compare Ave Maria World Equity Fund (AVEWX)Compare with World Stock category ETFs

Some World Stock ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares MSCI All Country World Mini Vol (ACWV)6.45%4.47%9.19%
First Trust Dow Jones Global Sel Div ETF (FGD)000
SPDR Global Dow ETF (DGT)0.96%-7.06%4.45%
WisdomTree Global Equity Income ETF (DEW)5.57%-5.89%1.79%
iShares MSCI ACWI (ACWI)2.11%-5.39%5.46%

 

Graph of Ave Maria World Equity Fund (AVEWX) Net Asset TrackingAve Maria World Equity (AVEWX) Fund Net Asset

Track net asset change of Ave Maria World Equity fund (AVEWX)

DateNet Asset
05/2016$42.70M
03/2016$41.48M
02/2016$38.56M
More historic net asset information on Ave Maria World Equity Fund (AVEWX)

  

Graph of Ave Maria World Equity Fund (AVEWX) Portfolio TrackingAve Maria World Equity (AVEWX) Fund Portfolio Allocation

Track portfolio allocation change of Ave Maria World Equity fund (AVEWX)

DateCashStockBondOther
04/20165.61%94.39%0%0%
01/20166.56%93.44%0%0%
12/20155.07%94.93%0%0%
Click here to see more historic asset allocation information on Ave Maria World Equity Fund (AVEWX)

 

graph of Ave Maria World Equity Fund (AVEWX) Top 10 Position TrackingTop 10 Holdings in Ave Maria World Equity (AVEWX) Fund

Discover what Ave Maria World Equity Fund (AVEWX) manager is buying

Apr 29, 2016
St. Jude Medical, Inc. Common S [4.77%]
Citigroup, Inc. Common Stock [4.32%]
D/B/A Chubb Limited New Common [4.04%]
Diageo PLC ADR [3.58%]
Medtronic plc. Ordinary Shares [3.48%]
HEINEKEN N V/S ADR [3.32%]
Shire PLC ADR [3.32%]
Eaton Corporation, PLC Ordinary [3.29%]
TE Connectivity Ltd. New Switze [3.16%]
Toyota Motor Corporation Common [3.08%]

Jan 30, 2016
D/B/A Chubb Limited New Common [4.77%]
Toyota Motor Corporation Common [3.93%]
Citigroup, Inc. Common Stock [3.92%]
Diageo PLC ADR [3.85%]
Medtronic plc. Ordinary Shares [3.61%]
St. Jude Medical, Inc. Common S [3.58%]
HEINEKEN N V/S ADR [3.33%]
TE Connectivity Ltd. New Switze [3.29%]
AXA SA ADR [3.14%]
BRIDGESTONE CORP ADR [3.03%]

Dec 30, 2015
D/B/A Chubb Limited New Common [4.65%]
Citigroup, Inc. Common Stock [4.49%]
St. Jude Medical, Inc. Common S [3.95%]
Toyota Motor Corporation Common [3.8%]
AXA SA ADR [3.62%]
EMC Corporation Common Stock [3.53%]
TE Connectivity Ltd. New Switze [3.5%]
Medtronic plc. Ordinary Shares [3.45%]
Diageo PLC ADR [3.16%]
Mondelez International, Inc. [3.14%]
Click here for Stock Holding Change Map in Ave Maria World Equity Fund (AVEWX)

  

Latest News on Ave Maria World Equity (AVEWX) Fund

See what is happening with Ave Maria World Equity Fund (AVEWX)

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Ave Maria World Equity Fund (AVEWX) Related ResourcesSee more information on Ave Maria World Equity (AVEWX) Fund

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