- What are the top holdings of AVEDX?
- A machine-readable holdings disclosure for Ave Maria Rising Dividend Fund (AVEDX) is not available from our data sources — fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
- What sectors does AVEDX invest in?
- Ave Maria Rising Dividend Fund (AVEDX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is AVEDX most exposed to?
- AVEDX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is AVEDX a US-only fund?
- The country allocation card on this page shows AVEDX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does AVEDX invest in?
- The fund's primary objective is to achieve long-term capital appreciation by investing at least 80% of its total assets, including any funds borrowed for investment purposes, into common equities of companies that distribute dividends. These companies are specifically targeted for their anticipated ability to consistently increase their dividend payouts over time. A crucial aspect of the fund's strategy is that, under normal operating conditions, all its equity investments—which include common stocks, preferred stocks, and securities convertible into common stock—and a minimum of 80% of its net assets will be held in companies that satisfy its specific religious guidelines.
