Ave Maria Growth Fund

Frequently Asked Questions About AVEGX

What are the top holdings of AVEGX?

A machine-readable holdings disclosure for Ave Maria Growth Fund (AVEGX) 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 AVEGX invest in?

Ave Maria Growth Fund (AVEGX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.

What sector is AVEGX most exposed to?

AVEGX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.

Is AVEGX a US-only fund?

The country allocation card on this page shows AVEGX'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 AVEGX invest in?

The fund primarily acquires common shares of companies that its advisor believes offer strong potential for expanding revenues, profits, or cash flow. The generation of dividend and interest income is a less significant factor in its investment selection process. A core principle dictates that, typically, all equity holdings and at least 80% of the fund's net assets will be committed to enterprises meeting its religious criteria. The fund's portfolio may encompass companies across the entire market capitalization range, including small and mid-sized firms.