Schwartz Investment Trust - Ave Maria Growth Focused Fund(NASDAQMUTFUND) AVEAX

Ave Maria Focused Fund is an investment fund that primarily allocates its assets to equity securities, focusing on companies with strong earnings growth potential. The fund adheres to principles aligned with the teachings of the Roman Catholic Church, ensuring that at least 80% of its net assets are invested in compliant companies.

Products and Services

• Investment in equity securities with growth potential
• Focus on companies aligned with Catholic values
• Non-diversified portfolio strategy

Growth Outlook

• Market capitalization stands at approximately $85 million
• Stock price has ranged from $15.37 to $19.01 in the past year
• Investment strategy targets companies with strong earnings growth

Financial Highlights

• Recent stock price is $18.76, reflecting a stable market position
• Last dividend paid was $0.6936, indicating a commitment to returns
• Beta of 0.98 suggests performance closely aligned with the market

The Ave Maria Focused Fund emphasizes a unique investment philosophy that combines financial growth with ethical considerations. By focusing on companies that align with Catholic values, the fund appeals to investors seeking both financial returns and adherence to personal beliefs. The recent stock price and dividend yield reflect a commitment to providing value to investors while maintaining a stable market presence. The fund's strategy of targeting high-growth companies positions it well for future opportunities in the equity market.