Ave Maria World Equity Fund (AVEWX)

Overview

This fund focuses on investing in a mix of U.S. and non-U.S. companies, emphasizing adherence to specific religious criteria. It pledges to allocate at least 80% of its net assets, including borrowed funds for investment purposes if any, primarily in common stocks from both domestic and international markets. Notably, a significant portion of the investment, at least 60%, is dedicated to common stocks issued by non-U.S. companies. The fund aims to support established companies of various market capitalizations, ensuring a diverse investment portfolio. Additionally, all equity investments, encompassing common and preferred stocks as well as securities convertible into common stock, are chosen based on their alignment with the fund's religious values, indicating a commitment to ethical investing principles.

Products and Services

• Equity Investments in U.S. and Non-U.S. Companies

This service involves the fund investing a substantial portion of its assets in common stocks across both U.S. and international markets. The strategy focuses on maximizing returns from established companies while adhering to the fund's religious criteria for ethical investment.

• Religious Criteria-based Investing

Investments are carefully selected based on specific religious guidelines, ensuring that shareholders' investments are aligned with their values. This approach seeks to combine ethical considerations with the objective of achieving competitive financial returns.

• Investments in Established Companies of Various Market Capitalizations

Targeting established companies across a range of market capitalizations allows the fund to diversify its investment portfolio. This diversification helps moderate risk and tap into different growth potentials within the market, aligning with both ethical standards and financial objectives.