Ave Maria Value Fund had a total return of 9.67% for the three months ended March 31, 2026, compared to 2.50% for the S&P MidCap 400® Index and -4.33% for the S&P 500® Index.
The Fund is currently rated by Morningstar at 5-stars overall in the mid-cap blend category (among 365 funds) based on risk-adjusted returns.
At quarter end, the Fund owned a diversified portfolio of 29 companies, across a broad array of industries, with an emphasis on industrials, energy, royalties, and real estate.
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The Ave Maria Value Fund (AVEMX) had a total return of 9.67% for the three months ended March 31, 2026, compared to 2.50% for the S&P MidCap 400® Index and -4.33% for the S&P 500® Index. The returns for the Fund compared
