Catholic values score
AVERX · Ave Maria Value Focused Fund
Mutual fund · Screened against 17 areas of Catholic moral concern
94
out of 100
Strong alignment
9% of AVERX is invested in companies that conflict with Catholic teaching
- Abortion 2.0%
- Marriage & sexuality 9.1%
2% of AVERX is in companies that fail our USCCB screen, based on the U.S. bishops' investment guidelines. Another 7% is in companies flagged for shareholder engagement. Owning them through a fund is more remote than owning them directly; see how to weigh it. How we apply the bishops' guidelines
32 holdings · 58% of fund assets screened · 4 companies with concerns
Data as of 2026-10-30. Scores reflect our interpretation of Catholic moral teaching applied to data we believe to be reliable; data may be incomplete. Educational only — not investment advice.