Schwartz Mutual Funds List
Here you can find all mutual funds issued by Schwartz and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 1
- Avg. Expense Ratio
- 1.26%
- Avg. 1 Year Return
- —
- Avg. 5 Year Return
- —
- Median Risk/Return Score
- —
Schwartz Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Schwartz Value Focused Fund | Mid Cap Blend Equities | Dec 30, 1983 | 1.26% | — | — | 0.00% | — |
Explore top Schwartz Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Lowest-Cost Schwartz Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Schwartz Value Focused Fund | 1.26% | — | Dec 1983 |
Highest-Yield Schwartz Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Schwartz Value Focused Fund | 0.00% | — | Dec 1983 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.