Ave Maria Growth Focused FundAVEAX

MUTUAL FUNDSchwartz Investment Counsel
Type
Mutual fund
Peer group
Global equity
Net assets
$72.0M
Expense ratio
1.07%
1-year return
+12.4%
3 years, a year
+13.8%
5 years, a year
+5.7%
Holdings
16

What it aims to do.

The investment objective of the Ave Maria Growth Focused Fund is to seek long-term capital appreciation.

Top 10 holdings.

Holding% of fund
APG API Group Corp22.63%
WBI Waterbridge Infrastructure LLC13.74%
LB LandBridge Company LLC7.02%
Secure Waste Infrastructure Corp.6.98%
TPL Texas Pacific Land Corporation6.67%
Sigmaroc Plc5.21%
GFL GFL Environmental Inc.5.14%
APO Apollo Global Management Inc5.04%
Edreams Odigeo SA5.03%
BN Brookfield Corp.5.03%

More on AVEAX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.