Ave Maria Growth Fund (AVEGX)
| Previous Close | 39.16 |
| YTD Return | -10.84% |
| Expense Ratio (net) | 0.92% |
| Category | Large Growth |
| Last Cap Gain | 0.00 |
| Morningstar Rating | ★★★★★ |
| Morningstar Risk Rating | Average |
| Sustainability Rating |
| Net Assets | 1.07B |
| Beta (5Y Monthly) | N/A |
| Yield | 0.00% |
| 5y Average Return | N/A |
| Holdings Turnover | 26.00% |
| Last Dividend | 0.00 |
| Average for Category | N/A |
| Inception Date | May 01, 2003 |
- Business Wire
Adviser to Ave Maria Mutual Funds and Schwartz Value Focused Fund Announces Reduced Expense Ratios and Portfolio Manager Promotion
PLYMOUTH, Mich., May 02, 2022--Schwartz Investment Counsel, Inc. (the Firm), the investment adviser for the Ave Maria Mutual Funds and the Schwartz Value Focused Fund, has announced a reduction in the management fee of three funds effective May 1, 2022. The management fee of the Ave Maria Focused Fund (AVEAX) will be lowered from 0.85% to 0.75% per year, bringing the total expense ratio down to 1.12%. The Ave Maria World Equity Fund (AVEWX), will lower its management fee from 0.95% to 0.75% per
- Business Wire
Schwartz Investment Counsel, Inc. Urges Texas Pacific Land Corporation Board of Directors to Act on Shareholder Vote to Declassify the Board
PLYMOUTH, Mich., March 07, 2022--The Texas Pacific Land Corporation (TPL) Board of Directors has refused to act on an advisory ballot proposal approved by 55.9% of shareholders. Despite the majority vote held on December 29, 2021, to declassify the Board of Directors, the Board has not taken action to do so.
