The Ave Maria funds are advised by Schwartz Investment Counsel, whose founder, George Schwartz, is co-portfolio manager of Ave Maria Rising Dividend AVEDX, Ave Maria Bond AVEFX, and the secular-minded Schwartz Value Focused RCMFX. Three of his sons work at the firm, including Timothy, who is president of the firm and comanages Ave Maria Value AVEMX, and Robert, a senior vice president who manages accounts for private clients.
Ave Maria
Ave Maria Investments
Market
US Open-end ex MM ex FoF ex FeederTotal Net Assets
2.74 BilInvestment Flows (TTM)
−26.92 MilAsset Growth Rate (TTM)
−0.96%# of Share Classes
6
Morningstar Rating
|
# of Share Classes
|
|---|---|
| 1 | |
| 0 | |
| 3 | |
| 0 | |
| 1 | |
| Not Rated | 1 |
0%
25
50
Name
|
Morningstar Rating Overall
|
5-Year Category Rank
|
|---|---|---|
| Ave Maria Bond | 8 | |
| Ave Maria Value | 38 | |
| Ave Maria Growth | 62 | |
| Ave Maria Rising Dividend | 64 | |
| Ave Maria World Equity | 74 |
Quick Definitions: Key Morningstar Terms
Morningstar Rating™ for Funds
The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.
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Percentile Rank
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Category
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