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Ave Maria Bond AVEFX

Analyst rating as of | See Ave Maria Investment Hub
  • NAV / 1-Day Return 11.61  /  0.43 %
  • Total Assets 518.6 Mil
  • 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.

Under-resourced and volatile for those expecting bond exposure.

Associate Analyst



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.

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