Funds Offered by  

7 funds.    These are mutual funds, unit investment trusts, or interval funds.

SymbolDescriptionTypeInceptionCategory1Category2Category3Strategy/IndexLeverage factorFeesActions
AVEAXAve Maria Focused FundMutual fund05/01/2020Actively managed1.00 0.00%Analyze
AVEDXAve Maria Rising Dividend FundMutual fund05/02/2005US Equity Broad marketLarge capActively managed1.00 0.93%Analyze
AVEFXAve Maria Bond FundMutual fund05/01/2003Asset AllocationUSModerateActively managed1.00 0.50%Analyze
AVEGXAve Maria Growth FundMutual fund05/01/2003US EquityBroad marketMid capActively managed1.00 0.97%Analyze
AVEMXAve Maria Value FundMutual fund05/01/2001US EquityBroad marketMid capActively managed1.00 1.21%Analyze
AVEWXAve Maria World Equity FundMutual fund04/30/2010Global EquityGlobalLarge capActively managed1.00 1.26%Analyze
RCMFXSchwartz Value Focused FundMutual fund12/30/1983US EquityBroad marketMid capActively managed1.00 1.26%Analyze
TOTAL7

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