Ave Maria Rising Dividend has struggled for most of the past decade, and two manager retirements in recent years didn’t help. It maintains a Morningstar Analyst Rating of Neutral.
Ave Maria Rising Dividend AVEDX
NAV / 1-Day Return
20.01
/
1.52
%
Total Assets
869.4 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.900%
Expense Ratio
0.900%
Fee Level
Average
Longest Manager Tenure
17.06
years
Category
Large Blend
Investment Style
Large BlendMin. Initial Investment
2,500
Status
Open
TTM Yield
0.88%
Turnover
21%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will AVEDX 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 AVEDX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the AVEDX 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 AVEDX’s parent organization’s priorities and whether they’re in line with investors’ interests.
This fund's managers have their work cut out for them.
