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 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. The fund may invest in companies of all sizes.
Fund filings (PDF) »
George Schwartz (Started: May 2, 2005)
Richard Platte, Jr. (Started: May 2, 2005)
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Ave Maria Mutual Funds, LLC135 Merchant Street, Suite 230