As the influential firm he co-founded turns 25, Waterton's CEO takes on one of the industry’s most visible roles. For David Schwartz, 2020 is a milestone year on multiple fronts. The diversified firm ...

PLYMOUTH, Mich.--(BUSINESS WIRE)--Schwartz Investment Counsel, Inc. (the Firm), the investment adviser for the Ave Maria Mutual Funds and the Schwartz Value Focused Fund, has announced a reduction in ...

Risk is Above Average compared to funds in the same category according to Morningstar. These statistics are calculated from a comparison of a fund's excess returns and its benchmark's excess returns.

The fund has returned 3.06 percent over the past year, 24.50 percent over the past three years, 13.58 percent over the past five years, and 7.92 percent over the past decade.