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PLYMOUTH, Mich.--(BUSINESS WIRE)--Schwartz Investment Counsel, Inc. (the Firm), the investment adviser for the Ave Maria Mutual Funds, has announced the promotion of James T....
Fund Honored for Best Investment Performance Among all A-Rated Corporate Bond Funds for 3-Year, 5-Year and 10-Year Periods PLYMOUTH, Mich.--(BUSINESS WIRE)--Schwartz Investment...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1026 | 1002 | 1087 | 1122 | 1243 | 1442 |
Fund Return | 2.63% | 0.19% | 8.74% | 3.9% | 4.45% | 3.72% |
Place in category | 49 | 129 | 32 | 11 | 15 | 30 |
% in Category | 35 | 82 | 19 | 11 | 14 | 32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ave Maria Rising Dividend | 1.07B | 6.16 | 10.65 | 10.10 | ||
Ave Maria Growth | 1.03B | 2.83 | 11.63 | 11.81 | ||
Ave Maria Catholic Values | 476.5M | 7.40 | 13.28 | 8.55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard LifeStrategy Income Inv | 3.95B | 1.00 | 0.69 | 3.11 | ||
Fidelity Asset Manager 20% | 3.03B | 2.02 | 2.47 | 3.49 | ||
PIMCO Inflation Response MultiAsst | 1.65B | 4.29 | 3.51 | 4.70 | ||
Great-West Conservative Profile II | 1.2B | 2.16 | 2.65 | 3.76 | ||
Principal SAM Flexible Income J | 1.11B | 2.62 | 2.71 | 3.80 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Coca-Cola European | GB00BDCPN049 | 1.71 | 82.92 | -0.54% | |
Watsco | US9426222009 | 1.69 | 504.15 | -0.27% | |
Illinois Tool Works Inc. 2.65% | - | 1.53 | - | - | |
United States Treasury Notes 4.625% | - | 1.50 | - | - | |
United States Treasury Notes 4.5% | - | 1.49 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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