Summary
- For the 3 months ended September 30, 2025, the overall return on the Ave Maria Mutual Fund (AVEFX) was 1.52%, compared to the Bloomberg Intermediate U.S. Government/Credit Index at 1.51% and the Bloomberg U.S. Aggregate Bond Index at 2.03%.
- The leading factors to efficiency throughout the quarter were the typical stocks of Fastenal Business (QUICK) (commercial wholesale & & rental), Genuine Components Business (GPC) (automobile parts & & devices shops) and Fidelity National Financial, Inc. (FNF) (title insurance coverage).
- The Fund’s underperforming holdings consist of the typical stocks of Texas Instruments, Inc. (TXN) (semiconductor gadgets), Texas Pacific Land Corporation (TPL) (royalty earnings– oil & & gas) and Watsco, Inc. (WSO) (heating and cooling devices & & products wholesalers).
Torsten Asmus/iStock by means of Getty Images
For the 3 months ended September 30, 2025, the overall return on the Ave Maria Mutual Fund ( AVEFX) was 1.52%, compared to the Bloomberg Intermediate U.S. Government/Credit Index at 1.51% and the Bloomberg U.S. Aggregate Bond Index
Select quarterly shared fund commentaries.
Source: Seeking Alpha.
