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Ave Maria
Mutual Funds

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Family
Pride

America’s largest family of
Catholic mutual funds
built on Pro-Life beliefs

Solid
Performance

Our shareholders don’t have to
sacrifice financial potential
for Pro-Family beliefs

Moral
Integrity

The funds’ religious standards
are overseen by our Catholic
Advisory Board

Smart Investing and Catholic Values
Smart Investing and Catholic Values

LSEG Lipper Fund Awards, ©2025 LSEG. All rights reserved. Used under license. The Fund was awarded 2025 LSEG Lipper Awards for Consistent Return among 10 Corporate Debt A-Rated Funds for the three-year and five-year periods ended 11-30-24. The Fund was also awarded 2024 LSEG Lipper Awards for Consistent Return among 12 Corporate Debt A-Rated Funds for the three-year and five-year periods ended 11-30-23, and among 11 funds for the 10-year period ended 11-30-23.The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is an objective, quantitative, risk-adjusted performance measure calculated over 36, 60 and 120 months. Lipper Leaders fund ratings do not constitute and are not intended to constitute investment advice or an offer to sell or the solicitation of an offer to buy any security of any entity in any jurisdiction. For more information, see lipperfundawards.com.

Testimonials may not be representative of the experience of other customers.
“As a member of the Ave Maria Mutual Funds Catholic Advisory Board, I receive compensation from the Funds of approximately $6,000 per year, which I do not believe affects my objectivity. Such compensation for my time and advice is not payment for this endorsement. I truly believe in the mission of the Ave Maria Mutual Funds.” - Lou Holtz
“As a member of the Ave Maria Mutual Funds Catholic Advisory Board, I receive compensation from the Funds of approximately $10,000 per year, which I do not believe affects my objectivity. Such compensation for my time and advice is not payment for this endorsement. I truly believe in the mission of the Ave Maria Mutual Funds.” - Tom Monaghan

Past performance does not guarantee future results.

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. AVEAX and AVERX are classified as non-diversified and may therefore invest a greater percentage of their assets in the securities of a limited number of issuers than funds that are diversified. At times, the Funds may overweight a position in a particular issuer or emphasize investment in a limited number of issuers, industries or sectors, which may cause their share prices to be more susceptible to any economic, business, political or regulatory occurrence affecting an issuer than funds that are more widely diversified. The issuers that the Funds may emphasize will vary from time to time.

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 here. Distributed by Ultimus Fund Distributors, LLC.

FINRA BrokerCheck – Check the background of Ultimus Fund Distributors, LLC on FINRA BrokerCheck.

For more information on investing in Ave Maria Mutual Funds, ple ase click INVEST below or call toll-free:

1-866-AVE-MARIA
(1-866-283-6274)

INVEST
© 2021 Ave Maria Mutual Funds

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There are no implied or expressed warranties on the information provided from this site. Ave Maria Mutual Funds and its agents do not warrant that the functions contained in this web site will be uninterrupted or error-free. While Account information is provided over a secure connection, Ave Maria Mutual Funds and its agents make no warranty against security faults that may be contained in software or internet browsers. Ave Maria Mutual Funds and its agents are not liable under any circumstances for any direct or consequential damages that may result from the use of, or the inability to use, the information on this site.

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