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AVEMX
Mutual Fund ticker: NASDAQ
AS OF
Sep 5 closing price
Price
$27.80
Change
-$0.04 (-0.14%)
Net Assets
498.27M

AVEMX Ave Maria Value Forecast, Technical & Fundamental Analysis

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

Category: #Mid-Cap Blend
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are ConocoPhillips (NYSE:COP), Pioneer Natural Resource Co (null:PXD), Schlumberger Limited (NYSE:SLB).

Industry description

The investment seeks long-term capital appreciation. The fund invests primarily in common stocks believed by the adviser to be priced at a discount to their true value according to the Adviser's criteria for value. Under normal circumstances, all of its 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 its religious criteria. The fund invests in securities of established companies of various market capitalizations.

Market Cap

The average market capitalization across the Ave Maria Value MF is 39.74B. The market cap for tickers in the group ranges from 581.02M to 116.09B. COP holds the highest valuation in this group at 116.09B. The lowest valued company is HIFS at 581.02M.

Volume

The average weekly volume growth across all stocks in the Ave Maria Value MF was 68%. For the same stocks of the MF, the average monthly volume growth was 32% and the average quarterly volume growth was -2%

Fundamental Analysis Ratings

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

Valuation Rating: 71
P/E Growth Rating: 55
Price Growth Rating: 53
SMR Rating: 54
Profit Risk Rating: 43
Seasonality Score: -3 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapBlend

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

Correlation & Price change

A.I.dvisor indicates that over the last year, AVEMX has been closely correlated with FSMDX. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if AVEMX jumps, then FSMDX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AVEMX
1D Price
Change %
AVEMX100%
N/A
FSMDX - AVEMX
86%
Closely correlated
N/A
VMCIX - AVEMX
81%
Closely correlated
N/A
VIMSX - AVEMX
81%
Closely correlated
N/A
VIMAX - AVEMX
81%
Closely correlated
N/A
VMCPX - AVEMX
81%
Closely correlated
N/A
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