Ave Maria Growth Focused Fund (AVEAX)

Overview

The fund focuses on equity investments with high earnings growth potential, advised by a team that seeks to align its investment choices with the teachings and core values of the Roman Catholic Church. This strategy is reflective of a faith-based investment approach, ensuring that all investments are vetted not only for their financial potential but also for their adherence to specific ethical and religious criteria. Primarily, the fund invests in companies offering products or services, or engaging in practices, that align with these values. The fund operates under a non-diversified status, concentrating its investments in a relatively smaller number of stocks to achieve its financial and ethical objectives.

Products and Services

The fund offers a unique investment vehicle, defined by two main components:

• Equity Securities with High Growth Potential: The primary focus is on investing in the equity securities of companies that showcase a strong potential for earnings growth. This involves rigorous financial analysis to identify stocks that are expected to outperform their peers and sectors in terms of earnings.
• Faith-Based Investment Criteria: Aligning with the Roman Catholic Church’s principles, the fund ensures that at least 80% of its net assets are invested in companies whose products, services, or practices do not contradict the core values and teachings of the Church. This ethical screening is crucial for investors seeking to reconcile their financial objectives with their faith-based values.