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Ave Maria Bond Fund (AVEFX)

US Funds

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12.20 +0.04 +0.33%

07:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 676.17M

Type: Fund

Market: United States

Issuer: Ave Maria Mutual Funds

Asset Class: Equity

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AVEFX Overview

On this page you'll find an in-depth profile of Ave Maria Bond Fund. Learn about the key management, total assets, investment strategy and contact information of AVEFX among other information.

Investment Strategy

The investment seeks preservation of principal with a reasonable level of current income. The fund invests primarily (80% or more of its net assets, including the amount of any borrowings for investment purposes) in investment-grade debt securities of domestic issuers, including the U.S. government and its agencies and instrumentalities, corporations and municipalities and money market instruments. It may invest up to 20% of its net assets in equity securities (which includes preferred stocks, common stocks paying dividends and securities convertible into common stock) of domestic or foreign issuers of any market capitalization.

Contact Information

Address LLC135 Merchant Street, Suite 230
Cincinnati,OH 45246
United States

Phone +1 8887269331

Web www.avemariafunds.com

Top Executives

Name	Title	Since	Until
James T. Peregoy	Portfolio Manager	2025	Now
Biography	James T. Peregoy, CFA, co-portfolio manager of the Fund, joined the Adviser in 2021 and currently serves as Portfolio Manager and Head Trader. From August 2019 until July 2021, he was a consultant at Plante Moran, an audit, tax, consulting, and wealth management service provider.
George P. Schwartz	Founder	2020	Now
Biography	Schwartz, Chairman and Chief Executive Officer of Schwartz Investment Counsel, Inc, has acted as a portfolio manager and co-portfolio manager. He also serves as director of Schwartz Investment Counsel, Inc., president, chief executive officer and chief investment officer with responsibility for the development and implementation of the investment strategy of the firm. From 1974 to 1980, he was vice president, senior investment officer, and chairman of the Investment Committee of the National Bank and Trust of Ann Arbor. In 1980, George founded Schwartz Investment Counsel, Inc. Schwartz holds the Chartered Financial Analyst designation.
Brandon S.. Scheitler	Portfolio Manager	2013	Now
Biography	Brandon is Chief Investment Officer of Schwartz Investment Counsel, Inc. He is also lead portfolio manager of the Ave Maria Fixed Income Strategy and lead manager of the Ave Maria Rising Dividend Strategy. He is also a fixed income and equity research analyst. Prior to joining the Firm in 2007, Brandon worked for Waddell & Reed and Merrill Lynch. Brandon has a Bachelor of Business Administration degree in Finance and a Master of Business Administration degree, both from Walsh College. He also holds the FINRA Series 65 license.
Richard L. Platte	Executive Vice President	2003	2020
Biography	Platte is Executive Vice President of Schwartz Investment Counsel, Inc., and he has been with them since 1987. Platte has earned the right to use the Chartered Financial Analyst designation.
Adam P. Gaglio	Portfolio Manager	2018	2019
Biography	Adam is lead portfolio manager of the Ave Maria Growth Strategy. He is also a research analyst responsible for equity research functions for the Firm with a focus on small and micro-cap companies. Prior to joining the firm in 2013, Adam was an actuarial analyst at Towers Watson. Adam has a Bachelor of Science degree in Math from the University of Michigan. He is a CFA® charterholder.

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Ave Maria Bond	12.20	+0.04	+0.33%