Ave Maria Bond Fund (AVEFX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AVEFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AVEFX
AVEFX charges 0.41% annually. There are 147 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | AVEFX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | AVEFX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | AVEFX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | AVEFX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | AVEFX vs VTMFX |
Best Risk-Adjusted Alternatives to AVEFX
AVEFX has a PortfoliosLab risk / return rank of 28. There are 481 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | AVEFX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | AVEFX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | AVEFX vs NWQIX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | AVEFX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 93 | — | Dec 1991 | AVEFX vs AOBLX |
Top Performing AVEFX Alternatives (YTD)
AVEFX is at 1.76% YTD. There are 518 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 31.24% | — | Jan 1998 | AVEFX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | AVEFX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.20% | — | Aug 1998 | AVEFX vs MHELX | |
| ICON Equity Income Fund | 18.43% | — | May 2004 | AVEFX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.12% | — | Dec 2002 | AVEFX vs TIBIX |
Lowest Volatility Alternatives to AVEFX
AVEFX has 2.99% 1-year volatility. There are 3 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | AVEFX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | AVEFX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | AVEFX vs SCLAX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | AVEFX vs CSTAX | |
| DFA Global Allocation 25/75 Portfolio | 3.61% | — | Dec 2003 | AVEFX vs DGTSX |
Lowest Drawdown Alternatives to AVEFX
AVEFX has a 1-year max drawdown of -2.83%. There are 5 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | AVEFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | AVEFX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | AVEFX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | AVEFX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | AVEFX vs CSTAX |
Other Mutual Funds from Ave Maria Mutual Funds
The 5 most viewed Ave Maria Mutual Funds mutual funds shown here include AVEGX, AVEDX, AVEMX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Ave Maria Growth Fund | Large Cap Growth Equities | 28 | 16.39% | — | May 2003 | AVEFX vs AVEGX | |
| Ave Maria Rising Dividend Fund | Large Cap Blend Equities | 2 | 1.91% | — | May 2005 | AVEFX vs AVEDX | |
| Ave Maria Value Fund | Mid Cap Blend Equities | 9 | 10.74% | — | May 2001 | AVEFX vs AVEMX | |
| Ave Maria Focused Fund | Mid Cap Growth Equities | 6 | 12.55% | — | Apr 2020 | AVEFX vs AVEAX | |
| Ave Maria World Equity Fund | Global Equities | 20 | 13.78% | — | Apr 2010 | AVEFX vs AVEWX |
Often Compared With AVEFX
Investors most often compare AVEFX with VFIFX, BIMIX, VOO. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare AVEFX with Any Fund or Stock
Compare AVEFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AVEFX with funds that move differently
Ave Maria Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AVEFX.
Explore AVEFX Diversifiers