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Our Funds
| Fund | 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 | George P. Schwartz, CFA
Brandon S. Scheitler |
5/2/05 |
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AVEGX
Growth Fund |
Large Growth | 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 Large Stock | Long-term capital appreciation | Companies of all capitalizations from around the world | Anthony W. Gennaro, CFA, CPA | 4/30/10 |
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AVEAX
Focused Fund |
Large Growth | 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)
