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Ave Maria Bond Fund (AVEFX)

US Funds

从投资组合添加/删除添加至投资组合

11.88 -0.02 -0.17%

28/06 - 闭盘. USD 货币 ( 免责声明 )

类型: 基金

市场: 美国

发行商: Ave Maria Mutual Funds

资产类别: 股票

晨星评级:
总资产: 608.31M

AVEFX概述

本页面提供Ave Maria Bond Fund的详细介绍，帮助您了解AVEFX的高管、总资产、投资策略和联系方式等信息。

种类

Allocation--15% to 30% Equity

总资产

608.31M

费用

0.41%

开始日期

37742

联络信息

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

电话 +1 8887269331

网址 www.avemariafunds.com

高管

名称	标题	任期	至
George P. Schwartz	Founder	2020	now
背景介紹	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
背景介紹	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
背景介紹	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
背景介紹	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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近期报价

	名称	价格	涨跌额	涨跌幅
	Ave Maria Bond	11.88	-0.02	-0.17%