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Summary
- For the three months ended September 30, 2025, the total return on the Ave Maria Rising Dividend Fund (AVEDX) was -0.48%, compared to the S&P 500® Dividend Aristocrats Index at 2.97% and the S&P 500® Index at 8.12%.
- During the quarter, the Fund’s strongest performing sectors were Consumer Discretionary and Industrials.
- The Fund’s weakest performing sectors for the quarter were Real Estate, Technology, and Materials.
- In the third quarter, we initiated a position in AptarGroup, Inc. (container and packaging).
- The Fund’s investment strategy identifies companies with strong balance sheets that operate with competitive advantages and produce consistent, above-average cash flow and dividend growth, facilitating a rising stream of dividends.
For the three months ended September 30, 2025, the total return on the Ave Maria Rising Dividend Fund (AVEDX) was -0.48%, compared to the S&P 500® Dividend Aristocrats Index at 2.97% and the S&P 500® Index at 8.12%. The
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