AVEWX Mutual Fund

AVEWX Mutual Fund (Ave Maria World Equity Fund) is managed by Ave Maria Mutual Funds with $160.7M in net assets. AVEWX expense ratio is 1.03%, holding 50 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2010-04-30.

AVEWX performance shows a YTD return of 14.71%. The 1-year return is 15.46% and the 5-year return is 8.26%. AVEWX dividend yield stands at 2.21%, paid annually.

AVEWX top holdings include Taiwan Semiconductor Manu. Co. Adr (6.5%), Hammond Power Solutions Inc. (6.2%), Comfort Systems USA Inc. (5.7%), Sharkninja, Inc. (5.0%), Eaton Corporation Plc Ordinary Shares (4.3%). 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.