Ave Maria Bond Fund (AVEFX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to AVEFX
AVEFX charges 0.41% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among AVEFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | AVEFX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | AVEFX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | AVEFX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | AVEFX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | AVEFX vs BWBIX |
Best Risk-Adjusted Alternatives to AVEFX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | AVEFX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | AVEFX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | AVEFX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | AVEFX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | AVEFX vs PMAIX |
Top Performing AVEFX Alternatives (YTD)
AVEFX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | AVEFX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | AVEFX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | AVEFX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | AVEFX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | AVEFX vs CONWX |
Lowest Volatility Alternatives to AVEFX
AVEFX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | AVEFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | AVEFX vs SCLAX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | AVEFX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | AVEFX vs SICIX | |
| Quantified Managed Income Fund | 3.76% | Aug 8, 2013 | AVEFX vs QBDSX |
Lowest Drawdown Alternatives to AVEFX
AVEFX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | AVEFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | AVEFX vs SCLAX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | AVEFX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | AVEFX vs SICIX | |
| Chartwell Income Fund | -2.95% | Sep 2, 1987 | AVEFX vs BERIX |
Other Mutual Funds from Ave Maria Mutual Funds
Most popular Ave Maria Mutual Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Ave Maria Growth Fund | Large Cap Growth Equities | 10 | -6.20% | May 1, 2003 | AVEFX vs AVEGX | |
| Ave Maria Rising Dividend Fund | Large Cap Blend Equities | 2 | -1.49% | May 2, 2005 | AVEFX vs AVEDX | |
| Ave Maria Value Fund | Mid Cap Blend Equities | 12 | 7.40% | May 1, 2001 | AVEFX vs AVEMX | |
| Ave Maria Focused Fund | Mid Cap Growth Equities | 16 | 0.81% | Apr 30, 2020 | AVEFX vs AVEAX | |
| Ave Maria World Equity Fund | Global Equities | 19 | -3.90% | Apr 29, 2010 | AVEFX vs AVEWX |
Often Compared With AVEFX
What investors most often compare with AVEFX, 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.