| Current price
[As of xx.xx.xx] |
Daily $
Change |
Daily %
Change |
|---|---|---|
| Fact Sheet | Commentary | Prospectus |
|---|---|---|
|
|
|
Click fund name for standardized performance
| Current price
[As of …] |
Daily $
Change |
Daily %
Change |
Fact Sheet |
Commentary |
Prospectus |
|
|---|---|---|---|---|---|---|
|
Rising Dividend
Fund |
|
|
|
|||
|
Growth
Fund |
|
|
|
|||
|
Value
Fund |
|
|
|
|||
|
World Equity
Fund |
|
|
|
|||
|
Focused
Fund |
|
|
|
|||
|
Bond
Fund |
|
|
|
|||
|
Money Market
Account |
|
|
|
| Current price
[As of xx.xx.xx] |
Daily $
Change |
Daily %
Change |
|---|---|---|
| Fact Sheet | Commentary | Prospectus |
|---|---|---|
|
|
|
|
| Current price
[As of xx.xx.xx] |
Daily $
Change |
Daily %
Change |
|---|---|---|
| Fact Sheet | Commentary | Prospectus |
|---|---|---|
|
|
|
|
| Current price
[As of xx.xx.xx] |
Daily $
Change |
Daily %
Change |
|---|---|---|
| Fact Sheet | Commentary | Prospectus |
|---|---|---|
|
|
|
|
| Current price
[As of xx.xx.xx] |
Daily $
Change |
Daily %
Change |
|---|---|---|
| Fact Sheet | Commentary | Prospectus |
|---|---|---|
|
|
|
|
| Current price
[As of xx.xx.xx] |
Daily $
Change |
Daily %
Change |
|---|---|---|
| Fact Sheet | Commentary | Prospectus |
|---|---|---|
|
|
|
|
| Current price
[As of xx.xx.xx] |
Daily $
Change |
Daily %
Change |
|---|---|---|
| Fact Sheet | Commentary | Prospectus |
|---|---|---|
|
|
|
|
Our Funds
| 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 | George P. Schwartz, CFA
Brandon S. Scheitler |
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 | Adam P. Gaglio, CFA
Chadd M. Garcia, 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
Ryan M. Kuyawa, CFA |
5/1/01 |
|
AVEWX
World Equity Fund |
World Stock | Long-term capital appreciation | Companies of all capitalizations from around the world | Anthony W. Gennaro, CFA, CPA | 4/30/10 |
|
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 |
|
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)
