America’s Largest Family of
Catholic Mutual Funds
Investors across America can buy the no-load Ave Maria Mutual Funds to build well-diversified investment portfolios. Whether you are working with a financial professional or you like to do your own mutual fund research, Ave Maria Mutual Funds may be a good fit for your portfolio.
They are designed specifically for serious long-term investors who want to practice morally responsible investing (MRI).
What is MRI? It entails looking for what we believe are financially sound investments in companies that do not violate core teachings of the Catholic Church.
Solid Investment Performance.
Equal emphasis is placed on investment performance and moral criteria. That means shareholders don't have to sacrifice financial performance potential because of their pro-life and pro-family beliefs.
Every stock and bond we consider must first meet the strict financial criteria set by our experienced team of portfolio managers and analysts at Schwartz Investment Counsel, Inc., adviser for Ave Maria Mutual Funds. The Firm was established in 1980, and is a registered investment adviser dedicated to helping our clients reach their investment goals. If a security seems attractively priced to our analysts and portfolio managers, then, the company is screened based on the moral criteria.
The distinguished Catholic Advisory Board, which is loyal to the Magisterium of the Church, sets the criteria for screening out companies based on religious principles. They actively seek the advice and counsel of Catholic clergy in making these determinations.
Using a proprietary moral screening process, companies eliminated from investment consideration would, in general, encompass two major categories: first, those involved in the practice of abortion, and second, companies whose policies are judged to be anti-family, such as companies that produce or distribute pornography or whose policies undermine the Sacrament of Marriage.
Thank you for visiting our website and for your interest in Ave Maria Mutual Funds.
For More Information
Please call toll-free 1-866-AVE-MARIA (1-866-283-6274)
Schwartz Investment Counsel, Inc., a registered investment adviser established in 1980, serves as investment adviser for Ave Maria Mutual Funds. The Adviser invests in securities only if they meet the Funds’ investment and religious requirements, and as such, the returns may be lower or higher than if the Adviser made decisions based solely on investment considerations. The Funds’ method of security selection may or may not be successful and the Funds may underperform or outperform the stock market as a whole. All mutual funds are subject to market risk, including possible loss of principal. The Funds’ investments in small and mid capitalization companies could experience greater volatility than investments in large capitalization companies. AVEWX invests in foreign securities and securities issued by U.S. entities with substantial foreign operations. Investments in these securities can involve additional risks relating to political, economic or regulatory conditions in foreign countries. These risks include less stringent investor protection and disclosure standards of some foreign markets; fluctuations in foreign currencies; and withholding or other taxes. AVEFX invests primarily in fixed income securities and as a result the Fund is also subject to the followings risks: interest rate risk, credit risk, credit rating risk, prepayment and extension risk and liquidity risk.
Request a prospectus, which includes investment objectives, risks, fees, expenses and other information that you should read and consider carefully before investing. The prospectus can be obtained by calling 1-866-283-6274 or it can be viewed and downloaded from this website here. Distributed by Ultimus Fund Distributors, LLC.
* as of 6/30/15