Who We Are
- Largest Catholic mutual fund family in the U.S.
- 100% no-load mutual fund structure
- Advised by Schwartz Investment Counsel, Inc., founded in 1980
- Our portfolio managers and analysts average 20+ years of experience
What We Offer
- Diverse lineup of eight mutual funds
- Designed to align your financial goals with your moral beliefs
- Serving both institutional and individual investors
How We Invest
- Value-driven strategy with long-term focus
- Proprietary screening excludes companies that violate core Catholic teachings
- Equal emphasis on performance and moral responsibility
Ave Maria
Fund Family
| FUND | CATEGORY | GOAL | INVESTMENT FOCUS | MANAGERS | INCEPTION |
|---|---|---|---|---|---|
| Growth Focused Fund* (AVEAX) | Mid-Cap Growth | Long-term capital appreciation | Companies of all sizes offering high earnings growth potential | Chadd M. Garcia, CFA | 5/1/20 |
| Value Focused Fund* (AVERX) | Mid-Cap Blend | Long-term capital appreciation | Companies of all sizes offering high earnings growth potential at a reasonable price | Timothy S. Schwartz, CFA George P. Schwartz, CFA |
1/1/84 |
| Undiscovered Fund (AVEUX) | Small-Cap Blend | Long-term capital appreciation | Companies believed to offer undiscovered value with market cap less than $10 billion | Ryan M. Kuyawa, CFA Sean C. Gaffney, CFA James T. Peregoy, CFA |
4/30/26 |
| World Equity Fund (AVEWX) | World Large Stock | Long-term capital appreciation | Companies of all capitalizations from around the world | Anthony W. Gennaro, CFA, CPA Sean C. Gaffney, CFA |
4/30/10 |
| Growth Fund (AVEGX) | Large Growth | Long-term capital appreciation | Mid-cap and larger companies offering above-average potential for growth in revenues, profits and cash flow | Adam P. Gaglio, CFA Chadd M. Garcia, CFA |
5/1/03 |
| Value Fund (AVEMX) | Mid-Cap Value | Long-term capital appreciation | Companies of all sizes that appear to be undervalued | Timothy S. Schwartz, CFA George P. Schwartz, CFA |
5/1/03 |
| Rising Dividend Fund (AVEDX) | Large Value | Long-term capital appreciation Current income |
Companies that have a history of annually increasing their dividends | George P. Schwartz, CFA Timothy S. Schwartz, CFA |
5/1/03 |
| Bond Fund (AVEFX) | Intermediate Core-Plus Bond | Current income | Investment-grade debt securities and other income-producing securities | Brandon S. Scheitler, CFA | 5/1/03 |
* Prior to April 28, 2025, the Ave Maria Growth Focused Fund was named the Ave Maria Focused Fund and the Ave Maria Value Focused Fund was named the Schwartz Value Focused Fund.
Serving Our
Shareholders
- We help investors to preserve and grow their wealth without violating their moral beliefs.
- We provide PRO-LIFE, PRO-FAMILY investments that enable investors to potentially achieve strong long-term returns
- We manage money in a value-oriented manner
Assets Under
Management
