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Our Funds
| Fund | Morningstar Category | Goal | Investment Focus | Managers | Inception Date |
|---|---|---|---|---|---|
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AVEDX
Rising Dividend Fund |
Large Blend | Long-term capital appreciation and a rising stream of dividend payments | Dividend-paying common stocks | Joseph W. Skornicka, CFA
George P. Schwartz, CFA |
5/2/05 |
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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 | Adam P. Gaglio, CFA
Chadd M. Garcia, CFA |
5/1/03 |
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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 |
5/1/01 |
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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 |
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AVEAX
Focused Fund |
Mid-Cap Blend | Long-term capital appreciation | Companies of all sizes offering high earnings growth potential | Chadd M. Garcia, CFA
Adam P. Gaglio, CFA |
5/1/20 |
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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
George P. Schwartz, CFA |
5/1/03 |
Mutual Fund Assets Under Management ($MM)
