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Schwartz Funds

Schwartz is a company that sells mutual funds with $3,321M in assets... Schwartz is a company that sells mutual funds with $3,321M in assets under management. The average expense ratio from all mutual funds is . Liquid error: internal of all the mutual funds are no load funds. The oldest fund launched was in 1998. The average manager tenure for all managers at Schwartz is years. The company offers investors 7 mutual funds, in terms of the number of individual fund symbols. View more View less

Schwartz is a company that sells mutual funds with $3,321M in assets under management. The average expense ratio from all mutual funds is . Liquid error: internal of all the mutual funds are... Schwartz is a company that sells mutual funds with $3,321M in assets under management. The average expense ratio from all mutual funds is . Liquid error: internal of all the mutual funds are no load funds. The oldest fund launched was in 1998. The average manager tenure for all managers at Schwartz is years. The company offers investors 7 mutual funds, in terms of the number of individual fund symbols. View more View less

Overview

Returns

Income

Allocations

Fees

About

Security Type
Management Style
Share Class Type
Share Class Account
As of 11/4/24
Ave Maria Growth Fund

AVEGX | Fund | Other

$50.90

+0.32%

$1.08 B

0.08%

$0.04

27.66%

1.12%

9.03%

10.86%

0.92%

Ave Maria Rising Dividend Fund

AVEDX | Fund | Other

$24.62

+0.41%

$1.01 B

1.05%

$0.26

25.11%

7.70%

11.18%

9.97%

0.92%

Ave Maria Bond Fund

AVEFX | Fund | Other

$12.20

+0.33%

$651.17 M

2.63%

$0.32

10.34%

2.29%

3.62%

3.55%

0.42%

Ave Maria Value Fund

AVEMX | Fund | Other

$29.17

+1.11%

$366.15 M

0.68%

$0.20

25.73%

6.43%

10.71%

7.60%

0.94%

Ave Maria World Equity Fund

AVEWX | Fund | Other

$20.41

+0.29%

$118.38 M

0.76%

$0.15

21.36%

4.04%

6.99%

6.73%

1.05%

Ave Maria Focused Fund

AVEAX | Fund | Other

$14.27

-0.56%

$53.74 M

0.00%

-

20.83%

-3.30%

-

-

1.09%

Schwartz Value Focused Fund

RCMFX | Fund | Other

$60.21

+0.02%

$39.74 M

0.46%

$0.27

37.99%

16.45%

20.21%

11.10%

1.29%

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