Overview

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Fact Sheet Commentary Prospectus
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[As of xx.xx.xx]
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Fact Sheet Commentary Prospectus
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Fact Sheet Commentary Prospectus

Our Funds

Fund Category Goal Investment Focus Managers Inception Date
AVEDX
Rising Dividend Fund
Large Blend Long-term capital appreciation and a rising stream of dividend payments Dividend-paying common stocks George P. Schwartz, CFA
Brandon S. Scheitler
5/2/05
AVEGX
Growth Fund
Large Growth Long-term capital appreciation Mid-cap and larger companies offering above-average potential for growth in revenues, profits and cash flow Adam P. Gaglio, CFA
Chadd M. Garcia, CFA
5/1/03
AVEMX
Value Fund
Mid-Cap Blend Long-term capital appreciation Companies believed to be undervalued relative to their intrinsic worth Timothy S. Schwartz, CFA
Ryan M. Kuyawa, CFA
5/1/01
AVEWX
World Equity Fund
World Large Stock Long-term capital appreciation Companies of all capitalizations from around the world Anthony W. Gennaro, CFA, CPA 4/30/10
AVEAX
Focused Fund
Large Growth Long-term capital appreciation Companies of all sizes offering high earnings growth potential Chadd M. Garcia, CFA
Adam P. Gaglio, CFA
5/1/20
AVEFX
Bond Fund
Intermediate Term Bond Preservation of principal with a reasonable level of current income Primarily domestic investment-grade debt of government and corporate issuers and may invest up to 20% of its assets in equity securites Brandon S. Scheitler
George P. Schwartz, CFA
5/1/03

Mutual Fund Assets Under Management ($MM)