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Ave Maria Rising Dividend Fund (AVEDX)

US Funds

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22.44 -0.11 -0.49%

28/06 - Closed. Currency in USD ( Disclaimer )

Morningstar Rating:
Total Assets: 1.04B

Type: Fund

Market: United States

Issuer: Ave Maria Mutual Funds

Asset Class: Equity

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AVEDX Overview

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

Investment Strategy

The investment seeks increasing dividend income over time, long-term growth of capital, and a reasonable level of current income. The fund will invest at least 80% of its net assets, including the amount of any borrowings for investment purposes, in the common stocks of dividend-paying companies that are expected to increase their dividends over time and to provide long-term growth of capital. Under normal circumstances, all of its equity investments (which include common stocks, preferred stocks and securities convertible into common stock) and at least 80% of the fund's net assets will be invested in companies meeting its religious criteria.

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
Brandon S.. Scheitler	Portfolio Manager	2021	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.
George P. Schwartz	Founder	2005	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.
Joseph W. Skornicka	Senior Vice President	2019	2021
Biography	Joseph W. Skornicka, CFA, joined Schwartz Investment Counsel, Inc. in 2012 and currently serves as Senior Vice President. Prior to joining the firm June 1, 2012, Joe was a portfolio manager at Munder Capital Management in Birmingham, Michigan where he also provided idea generation and research support in the financial services sector.
Richard L. Platte	Executive Vice President	2005	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	2019	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 Rising .	22.44	-0.11	-0.49%