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Fund Honored for Best Investment Performance Among all A-Rated Corporate Bond Funds for 3-Year, 5-Year and 10-Year Periods PLYMOUTH, Mich.--(BUSINESS WIRE)--Schwartz Investment...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1062 | 1010 | 1119 | 1087 | 1209 | 1430 |
Fund Return | 6.16% | 1.05% | 11.92% | 2.81% | 3.86% | 3.64% |
Place in category | 42 | 58 | 137 | 5 | 16 | 26 |
% in Category | 28 | 39 | 88 | 5 | 14 | 30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ave Maria Rising Dividend | 1.18B | 16.71 | 8.57 | 10.12 | ||
Ave Maria Growth | 1.14B | 12.64 | 5.07 | 12.03 | ||
Ave Maria Catholic Values | 512.2M | 21.13 | 9.79 | 8.32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard LifeStrategy Income Inv | 3.97B | 4.69 | -0.36 | 3.24 | ||
Fidelity Asset Manager 20% | 3.09B | 5.25 | 0.73 | 3.46 | ||
PIMCO Inflation Response MultiAsst | 1.64B | 6.59 | 3.06 | 4.46 | ||
Principal SAM Flexible Income J | 1.15B | 6.42 | 0.41 | 3.70 | ||
Great-West Conservative Profile II | 1.12B | 5.42 | 1.16 | 3.76 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Coca-Cola European | GB00BDCPN049 | 1.77 | 78.21 | +0.13% | |
Watsco | US9426222009 | 1.77 | 554.79 | +1.57% | |
United States Treasury Notes 4.5% | - | 1.58 | - | - | |
Illinois Tool Works Inc. 2.65% | - | 1.55 | - | - | |
United States Treasury Notes 4.25% | - | 1.54 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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