Skip to Content

Ave Maria Growth AVEGX

Analyst rating as of
NAV / 1-Day Return
47.70  /  0.95 %
Total Assets
1.0 Bil
Adj. Expense Ratio
0.920%
Expense Ratio
0.920%
Fee Level
Above Average
Longest Manager Tenure
1.86 years
Category
Large Growth
Investment Style
Large Growth
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.00%
Turnover
26%
Premium

Morningstar’s Analysis

Will AVEGX outperform in future?

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

This fund has a pair of new managers who need to prove themselves.

Senior Analyst

Summary

| |

Ave Maria Growth is under new leadership after the departure of both of its portfolio managers within six months. The fund maintains its Morningstar Analyst Rating of Neutral as the new managers try to show what they can do in an uncertain market environment.

Unlock our full analysis with Morningstar Premium