AVEWX Mutual Fund

AVEWX Mutual Fund (Ave Maria World Equity Fund) is managed by Ave Maria Mutual Funds with $150.3M in net assets. AVEWX expense ratio is 1.03%, holding 52 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2010-04-30.

AVEWX performance shows a YTD return of 14.21%. The 1-year return is 10.34% and the 5-year return is 7.47%. AVEWX dividend yield stands at 0.21%, paid annually.

AVEWX top holdings include Sharkninja Inc (6.1%), Taiwan Semiconductor Manufacturing Co Ltd (5.4%), Comfort Systems USA Inc. (4.3%), Hammond Power Solutions Inc. (4.2%), Eaton Corporation Plc Ordinary Shares (3.9%). Go to all AVEWX holdings, AVEWX sectors, or AVEWX dividends.

AVEWX can be compared against other funds. Use AVEWX overlap to find shared positions, or AVEWX vs another fund for a side-by-side view. AVEWX alternatives are available via the screener, along with tax-loss harvesting opportunities.