Advertisement
Skip to Content

Ave Maria World Equity AVEWX

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%

Morningstar’s Analysis AVEWX

Will AVEWX outperform in future?

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

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