The Fund Grade · free · no account needed

What grade does AVEGX get?

Morningstar rates funds on what they returned. We grade them on where their money sits today: how much of the book overlaps with the converged buys of the top specialist stock pickers.

D

Fundprints Fund Grade · as of 2026-10-01

Ave Maria Growth Fund

#322 of 500 graded active funds · growth · large segment peer group

The point · specialist footprint

AVEGX sits mid pack for specialist backing among graded funds.

Bottom 20%

Bottom 40%

● Middle

Top 40%

Top 20%

beat the S&P in 22% of quarters+3.8%/qtr better · 43% beat rate

The middle rungs sat between the extremes, and the pattern was monotonic: every step up in specialist backing came with better subsequent results. Not damning, not compelling. The fee decides whether it is worth it.

10,000+ funds tracked · the graded specialists among them drive every read

3 funds in the same segment carry an A. Members see the names and what they charge. See the alternatives →

The grade scores this fund's specialist share, the slice that overlaps what the top 1% of proven funds are building. We ignore index ballast and names outside our edge on purpose: that slice is small, and it's what decides the outcome.

AVEGX vs the Honor Roll · share card ↗

Conviction exposure

29%

of the book in specialist-converged names

Late-stage weight

15.4%

of the book in Crowded or Fading names

Active share

93.3%

how far it strays from the index

The best grades have beaten the worst by about +5% a year since we began grading. The gap held in 9 out of 10 months. Measured on filings as they were published, no hindsight.

Inside the book: top names by stage · as of 2026-10-20

Early Conviction
NVDA 9.1%VRSN 3.9%MCO 2.9%+3 locked
Consensus
ORLY 5.8%HEI-A 5.6%MA 5.6%+10 locked
Emerging
APG 5.6%ATR 3.2%SIMO 3.2%+2 locked
Crowded
LOW 2.9%BR 2.5%CPRT 1.7%+1 locked

We email you the day it crosses 50% crowded, and where you stand every month.

Graded monthly from point-in-time filings. A description of where the money sits, not a recommendation. Evidence, not advice.

The read · what to do with it

Ave Maria Growth Fund grades D, ranking 322 out of 500, with only 29% specialist ownership, a warning sign for a fund carrying crowded positions like Roper Technologies, Lowe's, and Broadridge. The bright spot is a 9.1% weight in NVDA at Early Conviction stage, alongside smaller early bets on APG and VRSN. Higher graded funds exist in both this segment and the Ave Maria family itself.

→ Monitor the five crowded positions totaling roughly 12% of the fund, as specialists are already leaving those trades.

→ Compare this fund against the higher graded options within the Ave Maria family before adding new money.

Support leaving these positions

LOW 2.9% of the fund · Crowded

BR 2.5% of the fund · Crowded

CPRT 1.7% of the fund · Crowded

FOUR 1.3% of the fund · Crowded

Where it's genuinely early

NVDA 9.1% of the fund · Early Conviction

APG 5.6% of the fund · Emerging

VRSN 3.9% of the fund · Early Conviction

Read from today's disclosed book. Evidence, not advice.

Find out whether you're early or late. It costs nothing.

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