AVEWX Mutual Fund

AVEWX Mutual Fund (Ave Maria World Equity Fund) is managed by Ave Maria Mutual Funds with $162.8M in net assets. AVEWX expense ratio is 1.03%, holding 51 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2010-04-30.

AVEWX performance shows a YTD return of 15.50%. The 1-year return is 12.56% and the 5-year return is 8.32%. AVEWX dividend yield stands at 0.21%.

AVEWX top holdings include Taiwan Semiconductor Manufacturing Co Ltd (5.4%), Sharkninja Inc (5.2%), Comfort Systems USA Inc. (5.0%), Hammond Power Solutions Inc. (4.5%), Eaton Corp Plc (4.2%). 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.