Mutual Fund Education Alliance - Fund Companies
 Ticker
 Keyword/Topic
Search

  
 
Contact Us Website Help Home Page Contact Us



Logo
Total Company Assets:   $450 million

About the Company...

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).



Shareholder Services
  • Automatic Investment Program
  • Transaction by Telephone
  • Transmission of Redemption Proceeds to Bank Account
  • Automatic Withdrawal Program



© Copyright 1996-2010
The Mutual Fund Education Alliance
All Rights Reserved
Legal Information      Privacy Statement

This is a SySys® Website