Ave Maria Funds List | Morningstar

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Ave Maria Mutual Funds List

Share Class Type

1 to 8 of 8 Results

Name	Ticker	Morningstar Category	Morningstar Rating for Funds Overall	Portfolio ESG Risk Rating	Total Return YTD	Total Return Rank in Category (Day End) YTD, Day End	Adjusted Expense Ratio	Fee Level Distribution	Share Class Type	Minimum Initial Investment
Ave Maria Value Focused Fund	AVERX	Mid-Cap Blend			21.35%	12	1.050%	Above Average	No Load	$2,500
Ave Maria Growth Focused	AVEAX	Global Small/Mid Stock		—	10.11%	48	1.070%	Below Average	No Load	$2,500
Ave Maria Bond Fund	AVEFX	Conservative Allocation			1.19%	68	0.400%	Low	No Load	$2,500
Ave Maria Value Fund	AVEMX	Mid-Cap Blend			10.33%	72	0.920%	Average	No Load	$2,500
Ave Maria World Equity Fund	AVEWX	Global Large-Stock Growth			18.61%	10	1.010%	Above Average	No Load	$2,500
Ave Maria Growth Fund	AVEGX	Large Growth			15.54%	27	0.900%	Above Average	No Load	$2,500
Ave Maria Rising Dividend Fund	AVEDX	Large Blend			0.44%	99	0.900%	Above Average	No Load	$2,500
Ave Maria Undiscovered Fund	AVEUX	Mid-Cap Value	—		—	—	1.250%	High	No Load	$2,500

Ave Maria Funds - Default List Criteria

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

Quick Definitions: Key Morningstar Terms

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 assess a fund's ability to outperform its Morningstar Category index after fees.

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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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