Abstract
- For Q3 2025, the whole return on the Ave Maria Development Targeted Fund (AVEAX) was 6.22%, in comparison with the S&P MidCap 400® Development Index at 5.59% and the S&P 500® Index at 8.12%.
- The Fund exhibited sturdy value efficiency within the quarter, and the operational efficiency of the Fund’s holdings proceed to be sturdy.
- The Fund’s newest funding is WaterBridge Infrastructure, LLC, the main produced water disposal firm within the Delaware Basin.
Richard Drury/DigitalVision through Getty Pictures
For the three months ended September 30, 2025, the whole return on the Ave Maria Development Targeted Fund (AVEAX) was 6.22%, in comparison with the S&P MidCap 400® Development Index at 5.59% and the S&P 500® Index at
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