Abstract
- For the three months ended September 30, 2025, the whole return on the Ave Maria Rising Dividend Fund (AVEDX) was -0.48%, in comparison with the S&P 500® Dividend Aristocrats Index at 2.97% and the S&P 500® Index at 8.12%.
- In the course of the quarter, the Fund’s strongest performing sectors had been Client Discretionary and Industrials.
- The Fund’s weakest performing sectors for the quarter had been Actual Property, Know-how, and Supplies.
- Within the third quarter, we initiated a place in AptarGroup, Inc. (container and packaging).
- The Fund’s funding technique identifies firms with sturdy steadiness sheets that function with aggressive benefits and produce constant, above-average money circulate and dividend development, facilitating a rising stream of dividends.
J Studios/DigitalVision by way of Getty Photos
For the three months ended September 30, 2025, the whole return on the Ave Maria Rising Dividend Fund (AVEDX) was -0.48%, in comparison with the S&P 500® Dividend Aristocrats Index at 2.97% and the S&P 500® Index at 8.12%. The
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