Ave Maria Funds List | Morningstar

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Ave Maria Funds List

Share Class Type

1 to 6 of 6 Results

Name	Ticker	Morningstar Category	Morningstar Rating for Funds Overall	Morningstar Sustainability Rating	Total Return YTD	Total Return Rank in Category YTD	Adjusted Expense Ratio	Fee Level Distribution	Share Class Type	Minimum Initial Investment
Ave Maria Bond	AVEFX	Conservative Allocation			0.76%	22	0.420%	Low	No Load	$2,500
Ave Maria Focused	AVEAX	Mid-Cap Growth			−3.72%	97	1.140%	Above Average	No Load	$2,500
Ave Maria Value	AVEMX	Mid-Cap Blend			4.61%	37	0.940%	Average	No Load	$2,500
Ave Maria Growth	AVEGX	Large Growth			4.05%	87	0.910%	Above Average	No Load	$2,500
Ave Maria Rising Dividend	AVEDX	Large Blend			3.03%	85	0.910%	Above Average	No Load	$2,500
Ave Maria World Equity	AVEWX	Global Large-Stock Blend			2.59%	84	1.180%	High	No Load	$2,500

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

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Category

A category is a way to group investments based on similar risk, return, and behavior profiles.

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Morningstar Medalist Rating for Funds

The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

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Morningstar Rating™ for Funds

The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

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Percentile Rank

Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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