Schwartz Investment Trust - Ave Maria Rising Dividend Fund(NASDAQMUTFUND) AVEDX

Ave Maria Rising Dividend Fund focuses on long-term capital appreciation by investing primarily in dividend-paying companies. The fund adheres to specific religious guidelines while targeting firms with a strong potential for consistent dividend growth.

Products and Services

• Investment in common equities of dividend-distributing companies
• Focus on companies with a history of increasing dividend payouts
• Adherence to religious investment guidelines

Growth Outlook

• Market capitalization of approximately $868.86 million indicates strong investor interest
• Dividend yield of 5.30% reflects attractive income potential
• Stock price range of $20.58 to $24.06 shows stability and growth potential

Financial Highlights

• Recent dividend per share of $1.19 demonstrates commitment to returning value
• Trailing twelve months revenue of $1.19 per share indicates consistent performance
• Beta of 0.58 suggests lower volatility compared to the overall market

The Ave Maria Rising Dividend Fund is designed for investors seeking a blend of capital appreciation and income through dividends. The fund's strategy emphasizes investing in companies that not only provide dividends but also have a track record of increasing them over time. This approach aligns with the fund's commitment to specific religious principles, making it a unique option in the asset management industry. The fund's strong market capitalization and attractive dividend yield position it favorably for potential investors looking for stability and growth in their portfolios.