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Morningstar

Ave Maria Bond AVEFX

Morningstar Analyst Rating
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
    0.430%
  • 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%

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

Morningstar’s Analysis AVEFX

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

People Pillar

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

Under-resourced and volatile for those expecting bond exposure.

Associate Analyst

Summary

| by Elizabeth Templeton

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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