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

• Investment in common shares of U.S. and international corporations
• Focus on companies meeting specific religious criteria
• Diverse portfolio across various market capitalizations

Growth Outlook

• Market capitalization stands at approximately $163 million
• Recent stock price range between $20.71 and $26.06
• Consistent dividend yield of over 2% enhances investor appeal

Financial Highlights

• Recent dividend per share of $0.5472 reflects commitment to returns
• Trailing twelve months yield of 2.11% indicates stable income generation
• Beta of 0.954 suggests lower volatility compared to the overall 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 at least 80% of its net assets in equities, with a focus on non-U.S. entities, positions it uniquely in the asset management industry. The recent financial highlights indicate a stable dividend yield and a solid market presence, making it an attractive option for those interested in socially responsible investing.