August 28, 2016 9:17 AM ET

Capital Markets

Company Overview of Schwartz Investment Trust - Ave Maria Bond Fund

Company Overview

Schwartz Investment Trust – Ave Maria Bond Fund is an open-ended fixed income mutual fund launched and managed by Schwartz Investment Counsel, Inc. It invests in fixed income markets of the United States. The fund primarily invests in investment grade debt securities including U.S. government and its agencies and instrumentalities including Treasury Inflation-Protected Securities, corporations and municipalities and mortgage-backed securities rated in the top four categories at the time of purchase by a nationally recognized rating agency and with varying maturities. It also invests in money market securities. The fund benchmarks the performance of its portfolio against Barclays U.S. Interme...

801 West Ann Arbor Trail

Suite 244

Plymouth, MI 48170

United States

Founded in 2003

Phone:

734-455-7777

Fax:

734-455-7720

Key Executives for Schwartz Investment Trust - Ave Maria Bond Fund

President and Trustee
Chief Financial Officer, Executive Vice President, and Portfolio Manager
Assistant Secretary
Age: 59
Assistant Secretary
Assistant Treasurer
Age: 54
Compensation as of Fiscal Year 2016.

Schwartz Investment Trust - Ave Maria Bond Fund Key Developments

Ave Maria Bond Fund Announces Portfolio Manager Changes

Ave Maria Bond Fund announced that Brandon S. Scheitler was named Lead Portfolio Manager and Richard L. Platte, Jr., CFA remains co-Portfolio Manager, effective January 1, 2016.

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Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

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