AVEDX – Fund Analysis – Ave Maria Rising Dividend | Morningstar

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

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

This strategy has faced headwinds but still needs to distinguish itself.

Senior Analyst David Kathman

David Kathman

Senior Analyst

Summary

Ave Maria Rising Dividend has settled down after some management turnover, but its cautious strategy has still not stood out. It maintains Morningstar pillar ratings of Average for both People and Process.

by David Kathman

Rated on May 14, 2024 Published on May 14, 2024

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