Ave Maria Growth Fund
Shareclass
Ave Maria Growth (AVEGX)
Type
Open-end mutual fund
Manager
Gender equality score
47
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 1,668 out of 2,538 funds
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Groups
Categories
Gender balance in leadership and workforce
22/40
Equal compensation and work life balance
7/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Ave Maria Growth Fund AVEGX
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Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Mastercard Inc Class A7.41% of assets$77.83M invested
- 2. Accenture PLC Class A3.54% of assets$37.13M invested
- 3. Moodys Corp1.55% of assets$16.3M invested
- 4. S&P Global Inc4.64% of assets$48.78M invested
- 5. Ansys Inc2.41% of assets$25.32M invested
- 6. AptarGroup Inc3.81% of assets$40.06M invested
- 7. Texas Instruments Inc4.11% of assets$43.13M invested
- 8. Lowe's Companies Inc2.91% of assets$30.55M invested
- 9. Watsco Inc Ordinary Shares0.58% of assets$6.1M invested
- 10. Broadridge Financial Solutions Inc2.24% of assets$23.52M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Chemed Corp1.7% of assets$17.84M invested
- 2. Heico Corp Class A5.6% of assets$58.77M invested
- 3. APi Group Corp6.11% of assets$64.19M invested
- 4. O'Reilly Automotive Inc6.96% of assets$73.06M invested
- 5. BlackLine Inc2.72% of assets$28.57M invested
- 6. Brookfield Asset Management Ltd Ordinary Shares - Class A1.06% of assets$11.14M invested
- 7. SBA Communications Corp Class A3.12% of assets$32.78M invested
- 8. Texas Pacific Land Corp0.76% of assets$7.95M invested
- 9. Rambus Inc1.87% of assets$19.69M invested
- 10. Silicon Laboratories Inc2.07% of assets$21.7M invested
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Financial performance
Performance data provided by
Find more financial data on AVEGX at Morningstar.com
Find more financial data on AVEGX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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