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Ave Maria Rising Dividend AVEDX

Analyst rating as of
NAV / 1-Day Return
22.64  /  0.53 %
Total Assets
961.0 Mil
Adj. Expense Ratio
0.930%
Expense Ratio
0.930%
Fee Level
Above Average
Longest Manager Tenure
16.01 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.95%
Turnover
38%
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Morningstar’s Analysis

Will AVEDX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A new lead manager has his work cut out for him.

Senior Analyst

Summary

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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.

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