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Ave Maria Bond AVEFX

Analyst rating as of
NAV / 1-Day Return
11.79  /  0.34 %
Total Assets
514.5 Mil
Adj. Expense Ratio
0.440%
Expense Ratio
0.440%
Fee Level
Low
Longest Manager Tenure
9.17 years
Category
Allocation--15% to 30% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
2.11%
Turnover
25%

Morningstar’s Fund Analysis AVEFX

Will AVEFX outperform in future?

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

Under-resourced and volatile for those expecting bond exposure.

Associate Analyst

Summary

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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.

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