Ave Maria Rising Dividend Fund (AVEDX)

Overview

The fund is dedicated to investing in dividend-paying companies that not only show potential for increasing their dividends over time but also align with certain religious criteria. It focuses on ensuring long-term growth of capital for its investors. The strategy includes allocating at least 80% of its net assets, which encompasses any borrowings for investment purposes, towards the common stocks of companies that fulfill these conditions. The commitment to these principles extends to all its equity investments, which comprise common stocks, preferred stocks, and securities convertible into common stock, emphasizing its rigorous adherence to the religious criteria set forth for investment. This approach signals a distinctive blend of financial growth objectives with faith-based ethical considerations.

Products and Services

• Dividend-Paying Equity Investments:

  This product targets companies that not only offer dividends but are also expected to increase these dividends over time. It represents an investment approach focused on generating income through dividends alongside capital appreciation. The strategy involves a meticulous selection of common stocks from companies predicted to uphold a trajectory of dividend growth. This offering caters to investors seeking a steady income stream from their investments while also aiming for long-term growth of their capital.

• Religiously Aligned Investment Opportunities:

  Distinguishing itself by incorporating religious criteria into its investment decisions, this service ensures that all investments adhere to specific ethical guidelines rooted in faith-based principles. This implies that the fund not only evaluates potential investments through a financial lens but also through a moral and ethical one. The decisions are made within a framework that aligns with the religious beliefs and values of its investors, promising a holistic approach to investing that respects both financial goals and personal convictions.

• Preferred Stock and Convertible Securities:

  In addition to common stocks, the fund also invests in preferred stocks and securities convertible into common stock, offering a diversified portfolio to its investors. Preferred stocks provide a fixed dividend, which can offer more stability compared to common stocks, while convertible securities offer the potential for conversion into a predetermined number of common shares, usually at the discretion of the investor. This diversification across different types of equity investments allows the fund to balance between risk and reward, adhering to its principle of providing long-term growth of capital while meeting its religious investment criteria.