Ave Maria Mutual Funds are designed specifically for investors who are
looking for financially sound investments in companies that do not violate
the core teachings of the Catholic Church.
Catholics and like-minded investors across America use our five mutual funds
as well as our money market account to build well-diversified investment portfolios.
Ave Maria Mutual Funds place equal emphasis on investment performance and moral
criteria in selecting securities. That means shareholders don't have to sacrifice
financial performance for their pro-life and pro-family beliefs.
Every stock and bond we consider must first meet the strict financial criteria
set by our experienced team of portfolio managers and analysts at Schwartz Investment
Counsel, Inc., a registered investment adviser established in 1980. The Firm manages more
than $650 million in assets for clients around the country.
Then, using a proprietary screening process developed by our distinguished
Catholic Advisory Board, we eliminate those companies connected with abortion or pornography,
or that offer their employees non-marital partner "benefits".
About the Adviser
Schwartz Investment Counsel, Inc., founded in 1980, is a registered investment adviser
and a member of the Investment Counsel Association of America. The firm provides
investment counseling services to families, trusts, corporations, foundations, endowments,
retirement funds, and mutual funds.
The firm manages the Schwartz Value Fund (Ticker: RCMFX – inception 1/1/1984) and five
Ave Maria Mutual Funds: Ave Maria Catholic Values Fund (AVEMX – 5/1/2001), Ave Maria Growth
Fund and Ave Maria Bond Fund (AVEGX and AVEFX – 5/1/2003), Ave Maria Rising
Dividend Fund (AVEDX – 5/2/2005) and Ave Maria Opportunity Fund (AVESX – 5/1/2006).
- Automatic Investment Program
- Transaction by Telephone
- Transmission of Redemption Proceeds to Bank Account
- Automatic Withdrawal Program
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