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Morningstar

Ave Maria Growth AVEGX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 37.83  /  0.45 %
  • Total Assets 817.9 Mil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.30%
  • Turnover 25%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis AVEGX

Will AVEGX outperform in 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.

This fund's relatively new managers still have a lot to prove.

Senior Analyst

Summary

| by David Kathman

Ave Maria Growth has had a rough couple of years as its new managers try to find their footing. The fund earns a Morningstar Analyst Rating of Neutral.

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