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 (MUTF: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
Select quarterly mutual fund commentaries.
Read the full article here