AVEWX Company Profile and Key Details

The Ave Maria World Equity Fund commits a minimum of 80% of its total net assets, including any capital borrowed for investment, to common shares from both domestic (U.S.) and international corporations. A substantial portion, specifically no less than 60% of its net assets, will be allocated to common equities issued by non-U.S. entities. Ordinarily, all of the fund's equity investments—which include common stocks, preferred stocks, and convertible securities—along with at least 80% of its net assets, will be directed towards companies that satisfy the fund's specific religious guidelines. The fund strategically invests in securities of well-established businesses spanning a diverse range of market capitalizations.