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AVEAX
Mutual Fund ticker: NASDAQ
AS OF
Sep 25 closing price
Price
$17.74
Change
-$0.14 (-0.78%)
Net Assets
77.72M

AVEAX Ave Maria Growth Focused Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

Category: #World Stock
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A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation. Under normal market conditions, the fund will invest primarily in equity securities that the Adviser believes have high earnings growth potential. Under normal circumstances, all of the fund's equity investments and at least 80% of the fund's net assets (plus the amount of borrowings for investment purposes) will be invested in companies believed to offer products or services or engage in practices that are not contrary to core values and teachings of the Roman Catholic Church. The fund is non-diversified.

Market Cap

The average market capitalization across the Ave Maria Growth Focused MF is 29.97B. The market cap for tickers in the group ranges from 802.49M to 103.12B. BN holds the highest valuation in this group at 103.12B. The lowest valued company is GSM at 802.49M.

Volume

The average weekly volume growth across all stocks in the Ave Maria Growth Focused MF was 12%. For the same stocks of the MF, the average monthly volume growth was 53% and the average quarterly volume growth was -0%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 65
P/E Growth Rating: 30
Price Growth Rating: 53
SMR Rating: 63
Profit Risk Rating: 49
Seasonality Score: -13 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category WorldStock

Profile
Fundamentals
Details
Category
Global Small/Mid Stock
Address
C/O Ultimus Fund Solutions, LLC135 Merchant Street, Suite 230Cincinnati
Phone
5135873405
Web
www.schwartzvaluefund.com
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AVEAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, AVEAX has been closely correlated with CSPAX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if AVEAX jumps, then CSPAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AVEAX
1D Price
Change %
AVEAX100%
N/A
CSPAX - AVEAX
88%
Closely correlated
-1.02%
RSEBX - AVEAX
86%
Closely correlated
-1.02%
FSFWX - AVEAX
86%
Closely correlated
-1.02%
FSWFX - AVEAX
86%
Closely correlated
-1.02%
SMCWX - AVEAX
84%
Closely correlated
-1.03%
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