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Ave Maria Value AVEMX

Quantitative rating as of | See Ave Maria Investment Hub
  • NAV / 1-Day Return 24.97  /  0.08 %
  • Total Assets 383.6 Mil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.970%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Mid Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.15%
  • Turnover 20%

Morningstar’s Analysis AVEMX

Will AVEMX outperform in future?

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

Summary

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A middling Parent Pillar and a subpar Process Pillar help limit Ave Maria Value to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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