Overview

Click fund name for standardized performance

Click Fund Name for Standardized Performance

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
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 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

Mutual Fund Assets Under Management ($MM)