Morningstar

Ave Maria Growth Fund AVEGX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Ave Maria Investment Hub

Morningstar’s Analysis AVEGX

Will AVEGX outperform in the future?

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

  • Process Pillar

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

  • People Pillar

    The People Pillar is our evaluation of the AVEGX 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 AVEGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A Catholic-values strategy with limited broad appeal.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Ave Maria Growth's religious principles define its investment strategy. That's fine for some, but for many it doesn't offer the portfolio one might expect. Its team and resources are better established and warrant a People Pillar upgrade to Average from Below Average, but the limitations of its approach drop its Process rating to Below Average from Average.

by Tony Thomas
Rated on Published on

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