Ave Maria Growth FundAVEGX

MUTUAL FUNDSchwartz Investment Counsel
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$1.1B
Expense ratio
0.90%
1-year return
+6.7%
3 years, a year
+12.9%
5 years, a year
+6.9%
Holdings
33

What it aims to do.

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

Top 10 holdings.

Holding% of fund
NVDA NVIDIA Corp.9.13%
ORLY O'Reilly Automotive Inc.5.84%
HEI-A Heico Corp5.59%
MA MasterCard Incorporated5.56%
APG API Group Corp5.56%
SPGI S&P Global Inc4.49%
TXN Texas Instruments Inc.4.43%
TSEM Tower Semiconductor Limited4.34%
TSM Taiwan Semiconductor Manufacturing Co., Ltd.3.95%
VRSN Verisign, Inc.3.90%

More on AVEGX.

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