- Largest Catholic mutual fund family in the U.S.
- Diverse group of six funds that enable investors to align financial goals with moral beliefs
- Value investors utilizing proprietary criteria to screen out companies that promote or support activities contrary to the core moral teachings of the Catholic Church
- Place equal emphasis on investment performance and moral criteria in selecting securities
- Serve institutional and individual investors
- Advised by Schwartz Investment Counsel, Inc., a registered investment adviser established in 1980
- Professional portfolio managers and analysts average over 20 years of investment experience
- 100% no-load mutual fund family
Ave Maria Funds - Risk and Return Since Launch![image](https://charlesbalcony.com/images/ave_maria_family.png)
I believe RCMFX is actually secular, but same advisor.
Comments
But AVEFX seems to be a frequent Great Owl. It pops-up on a MultiSearch screen requesting top quintile 3-year rolling averages over last 10 years, with the added constraint of never losing money in any of those 3-year periods. As does, Azzad Wise Capital WISEX. Another faith-based fund, but this time Islamic. Azzad is based in Falls Church, VA. Schwartz is based in Plymouth, MI. Timothy in Maitland, FL.