Thin resources and the potential to provide bond investors with heightened volatility from its equity exposure lead to a Morningstar Analyst Rating of Neutral for Ave Maria Bond.
- NAV / 1-Day Return 11.61 / 0.43 %
- Total Assets 518.6 Mil
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Adj. Expense Ratio
- Expense Ratio 0.440%
- Distribution Fee Level Low
- Share Class Type No Load
- Category Allocation—15% to 30% Equity
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 2.20%
- Turnover 25%
Morningstar’s Analysis AVEFX
Will AVEFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.