Schwartz Investment Counsel Mutual Funds List
Here you can find all mutual funds issued by Schwartz Investment Counsel 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
- 14.03%
- Avg. 5 Year Return
- —
- Median Risk/Return Score
- 10 / 100
Schwartz Investment Counsel 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ave Maria Value Focused Fund | Large Cap Value Equities | Jan 1, 1984 | 1.26% | 12.90% | — | 0.36% | 10 |
Explore top Schwartz Investment Counsel 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
Best Schwartz Investment Counsel Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 10 | — | Jan 1984 |
Lowest-Cost Schwartz Investment Counsel Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 1.26% | — | Jan 1984 |
Highest-Yield Schwartz Investment Counsel Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 0.36% | — | Jan 1984 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.