Advertisement
Skip to Content
Morningstar

Ave Maria World Equity AVEWX

Morningstar Analyst Rating
Quantitative rating as of | See Ave Maria Investment Hub
  • NAV / 1-Day Return 17.08  /  0.81 %
  • Total Assets 81.3 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.020%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Global Large-Stock Blend
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.11%
  • Turnover 16%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

Morningstar’s Analysis AVEWX

Will AVEWX 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 AVEWX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

Summary

|

Weakness in Ave Maria World Equity's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

Unlock our full analysis with Morningstar Investor