AVEFX – Fund Analysis – Ave Maria Bond | Morningstar

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Will AVEFX outperform in future?

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

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AVEFX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the AVEFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of AVEFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Stays within its circle of competence.

Director Alec Lucas

Alec Lucas

Director

Summary

Sticking to what it knows earns Ave Maria Bond’s People and Process Pillar ratings an upgrade to Average from Below Average.

by Alec Lucas

Rated on Sep 19, 2023 Published on Sep 19, 2023

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