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AVEWX
Mutual Fund ticker: NASDAQ
AS OF
Jun 13 closing price
Price
$21.29
Change
-$0.37 (-1.71%)
Net Assets
124.59M

AVEWX Ave Maria World Equity Forecast, Technical & Fundamental Analysis

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

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Mastercard (NYSE:MA), Accenture PLC (NYSE:ACN), StoneCo Ltd (NASDAQ:STNE).

Industry description

The investment seeks long-term capital appreciation. The fund will invest at least 80% of its net assets, including the amount of any borrowings for investment purposes, in common stocks of U.S. and non-U.S. companies. It will invest at least 60% of its net assets in common stocks issued by non-U.S. companies. Under normal circumstances, all of the fund's equity investments (which include common stocks, preferred stocks and securities convertible into common stock) and at least 80% of its net assets will be invested in companies meeting the fund's religious criteria. It invests in securities of established companies of various market capitalizations.

Market Cap

The average market capitalization across the Ave Maria World Equity MF is 117.58B. The market cap for tickers in the group ranges from 5.11B to 446.3B. MA holds the highest valuation in this group at 446.3B. The lowest valued company is FG at 5.11B.

Volume

The average weekly volume growth across all stocks in the Ave Maria World Equity MF was 1%. For the same stocks of the MF, the average monthly volume growth was -12% and the average quarterly volume growth was 70%

Fundamental Analysis Ratings

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

Valuation Rating: 58
P/E Growth Rating: 59
Price Growth Rating: 49
SMR Rating: 58
Profit Risk Rating: 39
Seasonality Score: 39 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeBlend

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

Correlation & Price change

A.I.dvisor indicates that over the last year, AVEWX has been closely correlated with CWIAX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if AVEWX jumps, then CWIAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AVEWX
1D Price
Change %
AVEWX100%
-1.71%
CWIAX - AVEWX
89%
Closely correlated
-1.06%
CWIEX - AVEWX
89%
Closely correlated
-1.06%
CWGFX - AVEWX
89%
Closely correlated
-1.07%
CWIFX - AVEWX
89%
Closely correlated
-1.06%
FCWGX - AVEWX
89%
Closely correlated
-1.05%
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