Abstract
- The Ave Maria Worth Fund had a complete return of 0.43% for the three months ended September 30, 2025.
- For the 5-year interval ending 9/30/25, the Fund was within the prime tenth percentile amongst 348 funds in Morningstar’s mid-cap mix class.
- The Fund is at present rated by Morningstar at 4-stars general (amongst 373 funds), 3-stars for the three-year interval, 5-stars for the five-year interval, and 3-stars for the ten-year interval, amongst 373, 348 and 254 funds, respectively, based mostly on risk-adjusted returns.
Richard Drury/DigitalVision by way of Getty Photos
The Ave Maria Worth Fund (AVEMX) had a complete return of 0.43% for the three months ended September 30, 2025, in comparison with 5.55% for the S&P MidCap 400® Index and eight.12% for the S&P 500® Index. The returns for the Fund
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