Ave Maria Rising Dividend Fund Q1 2025 Commentary

May 13, 2025 10:45:00 am

Source: SeekingAlpha

2025-05-13 10:45:00 ET

Summary

For the three months ended March 31, 2025, the total return on the Ave Maria Rising Dividend Fund was 3.77%, compared to the S&P 500 Dividend Aristocrats Index at 3.20% and the S&P 500 Index at -4.27.
During the quarter, the Fund’s strongest performing sectors were Health Care, Consumer Staples, and Energy.
The Fund’s weakest-performing sectors for the quarter were Information Technology, Consumer Discretionary, and Industrials.

For the three months ended March 31, 2025, the total return on the Ave Maria Rising Dividend Fund ( AVEDX ) was 3.77%, compared to the S&P 500®Dividend Aristocrats Index at 3.20% and the S&P 500®Index at -4.27. The returns for the Ave Maria Rising Dividend Fund compared to its benchmarks as of March 31, 2025 were:

	Year to Date	1 Yr.	3 Yrs.^	5 Yrs.^	10 Yrs.^	Since Inception^*	Prospectus Expense Ratio
Ave Maria Rising Dividend Fund	3.77%	10.66%	8.79%	18.36%	10.06%	9.86%	0.92%
S&P 500® Dividend Aristocrats Index	3.20%	3.19%	5.04%	14.94%	10.08%	10.50%
S&P 500® Index	-4.27%	8.25%	9.06%	18.59%	12.50%	10.36%
^ Annualized * Since Inception date is 5-2-2005 Performance data quoted represents past performance, which is no guarantee of future results. Investment return and principal value are historical and may fluctuate so that redemption value may be worth more or less than the original cost. Current performance may be lower or higher than what is quoted. Call 1-866-AVE-MARIA for the most current month-end performance.