Ave Maria Rising Dividend Fund
Morningstar Rating: 5 stars
Minimum investment: $1,000
Performance Summary: While the yield isn’t great by any means, it provides a little padding — padding it hasn’t needed of late. At +20%, AVEDX is beating the S&P 500’s total return by about 1 percentage point for the year-to-date. Its 52-week return of 22% is about 3 percentage points better.
Notes: This fund screens for investments that do not violate core teachings of the Catholic Church. Top holdings include Coach (COH), Bank of New York Mellon (BK) and Gentex (GNTX).