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Fund Commentaries

Our portfolio managers share their insights into their fund performance, contributors and detractors and the economy in general. Read the lastest quarterly commentaries below.

Rising Dividend Fund [AVEDX]
Growth Fund [AVEGX]
Value Fund [AVEMX]
World Equity Fund [AVEWX]
Focused Fund [AVEAX]
Bond Fund [AVEFX]
Combined: All funds [AVEMX, AVEGX, AVEDX, AVEWX, AVEAX, AVEFX]

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 is classified as non-diversified and may therefore invest a greater percentage of its assets in the securities of a limited number of issuers than a fund that is diversified. At times, the Fund may overweight a position in a particular issuer or emphasize investment in a limited number of issuers, industries or sectors, which may cause its share price to be more susceptible to any economic, business, political or regulatory occurrence affecting an issuer than a fund that is more widely diversified. The issuers that the Fund 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.

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

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

INVEST

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WEB ACCESS IS PROVIDED SOLELY FOR THE PURPOSE OF VIEWING ACCOUNT INFORMATION. This website does not process or facilitate shareholder transactions. Transaction requests and account questions should be directed to Shareholder Services at 1-888-726-9331.

Transaction requests made by e-mail to this site or the investment manager may not be received and cannot be processed. Online information is available only for accounts held directly with Ave Maria Mutual Funds. If you hold Ave Maria Mutual Funds through a brokerage account or financial intermediary, your account information should be accessed through that firm. While the information provided from this site is believed to be current and accurate, shareholders are responsible for reviewing account statements and transaction confirmations received by mail.

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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