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Morningstar

Ave Maria Growth AVEGX

Morningstar Medalist Rating
Medalist Rating as of | See Ave Maria Investment Hub
  • NAV / 1-Day Return 47.51  /  +0.02 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    0.920%
  • Expense Ratio 0.920%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.08%
  • Turnover 27%

USD | NAV as of Jul 05, 2024 | 1-Day Return as of Jul 05, 2024, 10:18 PM GMT+0

Morningstar’s Analysis AVEGX

Will AVEGX 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 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 Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings AVEGX

More AVEGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 54.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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