Schwartz Investment Trust - Ave Maria Growth Fund(NASDAQMUTFUND) AVEGX

Ave Maria Growth Fund is an asset management company focused on acquiring common shares of firms with strong potential for revenue and profit growth. The fund adheres to specific religious criteria, ensuring that at least 80% of its net assets are invested in compliant enterprises.

Products and Services

• Investment in common shares of growth-oriented companies
• Focus on firms with expanding revenues and profits
• Commitment to religiously compliant investment criteria

Growth Outlook

• Market capitalization stands at approximately $1.26 billion
• Dividend yield of 4.93% reflects strong income potential
• Stock price range over the past year: $45.56 to $58.21

Financial Highlights

• Recent dividend per share of $2.7735 indicates consistent returns
• Trailing twelve months show a stable revenue stream
• Beta of 1.081 suggests performance in line with market trends

The Ave Maria Growth Fund emphasizes a disciplined investment strategy, focusing on companies that demonstrate robust growth potential while adhering to specific ethical guidelines. The fund's commitment to investing in firms that align with its religious principles sets it apart in the asset management industry. With a solid market capitalization and a competitive dividend yield, the fund presents an attractive option for investors seeking growth and income. The recent stock price performance indicates resilience, with a notable range over the past year, reflecting investor confidence. Overall, the Ave Maria Growth Fund offers a unique blend of ethical investing and growth potential, appealing to a diverse range of investors.