Current price
[As of …] |
Daily $
Change |
Daily %
Change |
Fact Sheet |
Commentary |
Prospectus |
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Rising Dividend
Fund |
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Growth
Fund |
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Value
Fund |
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World Equity
Fund |
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Bond
Fund |
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Money Market
Account |
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Fund | Morningstar Category | Goal | Investment Focus | Managers | Inception Date |
---|---|---|---|---|---|
AVEDX
Rising Dividend Fund |
Large Blend | Long-term capital appreciation and a rising stream of dividend payments | Dividend-paying common stocks | Richard L. Platte, Jr., CFA
George P. Schwartz, CFA |
5/2/05 |
AVEGX
Growth Fund |
Mid-Cap Blend | Long-term capital appreciation | Mid-cap and larger companies offering above-average potential for growth in revenues, profits and cash flow | Brian D. Milligan, CFA
Richard L. Platte, Jr., CFA |
5/1/03 |
AVEMX
Value Fund |
Mid-Cap Blend | Long-term capital appreciation | Companies believed to be undervalued relative to their intrinsic worth | Timothy S. Schwartz, CFA
Joseph W. Skornicka, CFA Chadd M. Garcia |
5/1/01 |
AVEWX
World Equity Fund |
World Stock | Long-term capital appreciation | Companies of all capitalizations from around the world | Joseph W. Skornicka, CFA
Robert C. Schwartz, CFP® |
4/30/10 |
AVEFX
Bond Fund |
Intermediate-term Bond | Preservation of principal with a reasonable level of current income | Primarily domestic investment-grade debt of government and corporate issuers and may invest up to 20% of its assets in equity securites | Brandon S. Scheitler
Richard L. Platte, Jr., CFA Adam P. Gaglio, CFA |
5/1/03 |