Thin resources and the potential to provide bond investors with heightened volatility from its equity exposure lead to a Morningstar Analyst Rating of Neutral for Ave Maria Bond.
NAV / 1-Day Return
11.79 / 0.34 %
Adj. Expense Ratio
Longest Manager Tenure
Allocation--15% to 30% Equity
Investment StyleLarge Blend
Credit Quality / Interest Rate Sensitivity—
Morningstar’s Fund Analysis AVEFX
Will AVEFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.