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.
- NAV / 1-Day Return 24.97 / 0.08 %
- Total Assets 383.6 Mil
Adj. Expense Ratio
- 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.