Schwartz Investment Trust - Ave Maria World Equity Fund(NASDAQMUTFUND) AVEWX

Ave Maria World Equity Fund is an investment fund that focuses on equity securities while adhering to specific religious guidelines. The fund allocates a significant portion of its assets to both domestic and international companies, emphasizing ethical investment practices.

Products and Services

• Invests at least 80% of net assets in common shares
• Focuses on companies meeting religious investment criteria
• Diversified portfolio across various market capitalizations

Growth Outlook

• Market capitalization stands at approximately $161 million
• Recent stock price range between $20.71 and $25.58
• Consistent dividend yield of 2.14% enhances investor appeal

Financial Highlights

• Quarterly dividend of $0.5472 per share
• Trailing twelve months revenue of $3.5 million
• Beta of 0.946 indicates lower volatility compared to the market

The Ave Maria World Equity Fund is designed for investors seeking ethical investment opportunities while maintaining a diversified portfolio. The fund's commitment to investing in companies that align with specific religious values sets it apart in the asset management industry. With a focus on both U.S. and international equities, the fund aims to provide a balanced approach to growth and income. The recent financial performance, including a stable dividend and a solid market presence, reflects the fund's potential for continued success.