AVEGX – Fund Analysis – Ave Maria Growth | Morningstar

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Will AVEGX outperform in future?

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

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AVEGX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

This strategy's relatively new managers still have a lot to prove.

Senior Analyst David Kathman

David Kathman

Senior Analyst

Summary

Ave Maria Growth has struggled so far under the current managers. It maintains Morningstar pillar scores of Below Average for People and Average for Process.

by David Kathman

Rated on May 13, 2024 Published on May 13, 2024

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