Ave Maria World Equity FundAVEWX

MUTUAL FUNDSchwartz Investment Counsel
Type
Mutual fund
Peer group
Global equity
Net assets
$133.9M
Expense ratio
1.01%
1-year return
+13.4%
3 years, a year
+10.4%
5 years, a year
+6.6%
Holdings
50

What it aims to do.

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

Top 10 holdings.

Holding% of fund
FIX Comfort Systems USA Inc.5.46%
TSM Taiwan Semiconductor Manufacturing Co., Ltd.5.30%
ETN Eaton Corporation PLC4.19%
SN Sharkninja Inc.4.01%
Hammond Power Solutions Inc.3.83%
MA MasterCard Incorporated3.73%
GFL GFL Environmental Inc.3.31%
ASML ASML Holding N.V.3.28%
Sap Se3.13%
KARO Karooooo Limited2.92%

More on AVEWX.

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