Ave Maria Rising Dividend has struggled for most of the past decade, and two manager retirements in recent years didn’t help. It maintains a Morningstar Analyst Rating of Neutral.
Will AVEDX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.