Ave Maria Rising Dividend's new lead manager takes over during a rough period for the fund. It earns a Morningstar Analyst Rating of Neutral, down from its previous rating of Bronze.
Will AVEDX outperform in future?
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The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AVEDX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the AVEDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of AVEDX’s parent organization’s priorities and whether they’re in line with investors’ interests.