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 $78.4 million
• Stock price range over the year: $15.37 to $19.01
• Consistent focus on companies with strong earnings growth potential

Financial Highlights

• Recent stock price is $17.24, reflecting stable performance
• Beta of 0.98 indicates lower volatility compared to the market
• No dividends paid, focusing on capital appreciation

Ave Maria Focused Fund operates within the asset management industry, emphasizing a unique investment philosophy that aligns financial growth with ethical values. The fund's strategy is designed to identify and invest in companies that demonstrate strong potential for earnings growth while adhering to the fundamental teachings of the Roman Catholic Church. This dual focus on financial performance and ethical alignment sets the fund apart in the competitive landscape of investment options. The recent stock price reflects a stable performance, and the fund's low beta indicates a lower risk profile compared to the overall market. Investors may find the fund's commitment to ethical investing appealing, particularly in a market increasingly focused on socially responsible investment strategies.