Previous close | 21.69 |
YTD return | 7.30% |
Expense ratio (net) | 0.91% |
Category | Large Blend |
Last cap gain | 25.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Above average |
Sustainability rating |
Net assets | 1.05B |
Beta (5Y monthly) | 0.90 |
Yield | 1.02% |
5y average return | N/A |
Holdings turnover | 19.00% |
Last dividend | 0.05 |
Average for category | N/A |
Inception date | 02 May 2005 |
PLYMOUTH, Mich., March 14, 2024--Schwartz Investment Counsel, Inc., the investment adviser to the Ave Maria Mutual Funds, today announced that its Ave Maria Bond Fund (NASDAQ: AVEFX) has been awarded 2024 LSEG Lipper Fund Awards for the best A-rated corporate bond funds. The award is for the 3-year (among 12 funds), 5-year (among 12 funds) and 10-year periods (among 11 funds) ended November 30, 2023. The awards acknowledge the mutual fund’s consistently strong risk-adjusted returns relative to i
PLYMOUTH, Mich., January 03, 2024--Schwartz Investment Counsel, Inc. (the Firm), the investment adviser for Ave Maria Mutual Funds, has announced promotions effective January 1, 2024, for Timothy Schwartz, Brandon Scheitler, and Anthony Gennaro.