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Ave Maria Mutual Funds

United States mutual fund family

Ave Maria Mutual Funds is a U.S. mutual fund family that targets clients interested in financially sound investments in companies that do not violate certain religious principles of the Catholic Church. Often described as socially responsible investing (SRI), this practice may also be called morally responsible investing (MRI) or faith-based investing. Ave Maria is the largest Catholic-oriented investing firm in the United States.2 Wikipedia text CC BY-SA 4.0

Last updated Oct 21, 2026.

Overview

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Ave Maria Mutual Funds is a U.S. mutual fund family that targets clients interested in financially sound investments in companies that do not violate certain religious principles of the Catholic Church. Often described as socially responsible investing (SRI), this practice may also be called morally responsible investing (MRI) or faith-based investing. Ave Maria is the largest Catholic-oriented investing firm in the United States.2

The story

The first of its funds was established in 2001. As of June 30, 2026, the Ave Maria Mutual Funds had $3.9 billion in assets under management.

The largest equity funds by assets under management are Ave Maria Growth Fund (Ticker: AVEGX), Ave Maria Rising Dividend Fund (AVEDX) and Ave Maria Value Fund (AVEMX). Other funds include Ave Maria Bond Fund (AVEFX), Ave Maria World Equity Fund (AVEWX), Ave Maria Growth Focused Fund (AVEAX), Ave Maria Value Focused Fund (AVERX) and Ave Maria Undiscovered Fund (AVEUX). The Catholic Equity Fund merged into Ave Maria Rising Dividend Fund on March 30, 2007.

The eight Ave Maria Mutual Funds are managed by Plymouth, Michigan-based Schwartz Investment Counsel, Inc. The firm was established in 1980 by George P. Schwartz, CFA. There is also an Ave Maria Money Market Account, a money market fund managed by Pittsburgh, PA based Federated Investors. Schwartz also began offering an Ave Maria Separately Managed Account (Ave Maria SMA) product in late 2009.

From Wikipedia’s article on Ave Maria Mutual Funds, shared under CC BY-SA 4.0.3

Sources

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