Ave Maria Growth Fund (AVEGX)

Overview

The described fund is an investment entity that focuses primarily on purchasing common stocks of companies which are perceived by its Adviser to possess an above-average growth potential in terms of revenues, profits, or cash flow. While aiming for capital appreciation, the fund considers dividend and interest income as secondary objectives. A distinctive feature of this fund is its commitment to align its investments with certain religious criteria, pledging to allocate all its equity investments and at least 80% of its net assets in accordance with these benchmarks. It has a flexible investment approach, targeting companies of various sizes, including small and mid-cap entities, to optimize growth opportunities and portfolio diversification.

Products and Services

The fund offers a comprehensive investment solution tailored to investors looking for growth-oriented stocks that also meet specific religious criteria. The following are its key investment focuses:

• Common Stock Investments: The primary service offered entails investing in common stocks of companies predicted to have an above-average potential for growth in revenues, profits, or cash flow. This approach is central to the fund's strategy of capital appreciation.
• Investments Meeting Religious Criteria: A unique aspect of the fund's investment strategy is its commitment to aligning its portfolio with certain religious benchmarks. This includes ensuring that all its equity investments, as well as a minimum of 80% of the fund's net assets, adhere to these specified criteria, catering to investors seeking to maintain religious considerations in their investment choices.
• Flexibility in Company Size: The fund does not limit its investments to companies of a particular size. Instead, it opens up the possibility of investing in small and mid-cap companies, acknowledging the growth potential that these entities might offer. This flexibility allows for diversified portfolio construction and the potential for higher growth outcomes by including a mix of company sizes.