Ave Maria Rising Dividend Fund AVEDX | NASDAQ
Company Overview:
10 Year AVEDX Performance Metrics:
AVEDX Dividend Payments & Yield
AVEDX Dividends Info:
Projected Future Returns & Dividends for AVEDX
Based on past 10-year performance, here are AVEDX growth metrics:
Share price CAGR of +2.73%
Dividend CAGR of -10.71%
Using AVEDX CAGR metrics, we can estimate that your initial $10000 investment, over the next 10 years, should grow as follows:
| AVEDX (DRIP) | AVEDX - No DRIP | |
|---|---|---|
| Current Price | $22.79 | $22.79 |
| Start Shares | 438.79 | 438.79 |
| Start Value | $10,000 | $10,000 |
| After 10 years: | ||
| Final Share Count | 455.51 | 438.79 |
| Dividends Payment | $0.01 | $0.01 |
| Annual Dividends | $22 | $21 |
| Yield on cost | 0.22% | 0.21% |
| Share Price | $29.83 | $29.83 |
| Total Dividends | $419 | $411 |
| Final Value | $13,589 | $13,501 |
NOTE: Above numbers are our estimate based on AVEDX's Dividend and Price CAGR over past 10 years.
These numbers should only be considered as "potential future returns"! DRIP assumes reinvesting dividends; No-DRIP assumes collecting dividends as cash.
We cannot guarantee that your actual returns will meet these estimates.
Company Info
Ave Maria Rising Dividend Fund (AVEDX) had its IPO on 2005-05-03, and is traded on NASDAQ stock exchange.
The fund's primary objective is to achieve long-term capital appreciation by investing at least 80% of its total assets, including any funds borrowed for investment purposes, into common equities of companies that distribute dividends. These companies are specifically targeted for their anticipated ability to consistently increase their dividend payouts over time. A crucial aspect of the fund's strategy is that, under normal operating conditions, all its equity investments—which include common stocks, preferred stocks, and securities convertible into common stock—and a minimum of 80% of its net assets will be held in companies that satisfy its specific religious guidelines.
AVEDX website: https://avemariafunds.com/AVEDX-rising-dividend.php
DCF model unavailable for AVEDX — no fundamentals on file (ETFs and funds are not modelable).
