Ave Maria Bond Fund Wins 2025 LSEG Lipper Awards
PLYMOUTH, MI, March 14, 2025 – Schwartz Investment Counsel, Inc., the investment adviser to the Ave Maria Mutual Funds, today announced that its Ave Maria Bond Fund (NASDAQ: AVEFX) has been awarded 2025 LSEG Lipper Fund Awards for the best A-rated corporate bond funds. The award is for the 3-year (among 10 funds) and 5-year periods (among 10 funds) ended November 30, 2024. The Fund also won awards in 2024 for the best A-rated corporate bond funds. Those awards were for the 3-year (among 12 funds), 5-year (among 12 funds) and 10-year periods (among 11 funds) ended November 30, 2023. The awards acknowledge the mutual fund's consistently strong risk-adjusted returns relative to its peers.
George P. Schwartz, CFA, Executive Chairman of Schwartz Investment Counsel, Inc. stated, "We are once again honored to receive LSEG Lipper Awards for the Ave Maria Bond Fund. This recognition is a testament to our commitment to delivering strong, risk-adjusted returns for our investors. Our team, led by Brandon Scheitler, adheres to a disciplined investment strategy and our unwavering focus on ethical investing principles have been key to this achievement."
The LSEG Lipper Fund Awards are part of the Thomson Reuters Awards for Excellence, a global family of awards that honor funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers.
About LSEG Lipper Fund Awards
The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. 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. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data used to calculate the awards, their accuracy is not guaranteed.
About Ave Maria Mutual Funds
Ave Maria Mutual Funds is a family of mutual funds that invests according to Catholic principles. Founded in 2001, Ave Maria Mutual Funds seeks to provide investors with opportunities to invest in companies that adhere to pro-life, pro-family, and pro-religious liberty values. With a commitment to ethical investing and a focus on long-term financial growth, Ave Maria Mutual Funds allow investors to make a positive impact while achieving their financial goals. For more information about the Funds, please visit www.avemariafunds.com or call 866-AVE-MARIA.
About Schwartz Investment Counsel, Inc.
Schwartz Investment Counsel, Inc. is a Registered Investment Adviser. Founded in 1980, the Firm is headquartered in Plymouth, Michigan with a branch office in Ave Maria, Florida. In managing the Ave Maria Mutual Funds, investments are made only if companies meet the Funds' financial and moral criteria. As such, returns may be lower or higher than if decisions were 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. For more information about Schwartz Investment Counsel, Inc., please visit www.schwartzinvest.com.
Investing involves risk, including possible loss of principal. 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.
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 at www.avemariafunds.com.
Distributed by Ultimus Fund Distributors LLC.
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Company Contact
Mike Richter, Director of Marketing
Schwartz Investment Counsel, Inc.
(734) 455–7810
mjr@schwartzinvest.com