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Schwartz Funds

Fund Family Name Fund Name CUSIP Symbol   Morningstar Prospectus Objective  Min Initial Purchase  Min Subsequent Purchase  Min IRA Purchase Expense Ratio 12b-1 Sales Charge Available to New Shareholders Available to Existing Shareholders Exchange In Eligible Foreign Purchase Eligible
Schwartz Funds AVE MARIA BOND CL R 808530505 AVEFX Mutual Fund   Multisector Bond  $           1000  $             -  $           1000 0.62 0.25 None No Yes 0 Y
Schwartz Funds AVE MARIA CATHOLIC VALUES 808530208 AVEMX Mutual Fund   Growth  $           1000  $             -  $           1000 1.5 0.25 None Yes Yes Y Y
Schwartz Funds AVE MARIA GROWTH 808530307 AVEGX Mutual Fund   Growth  $           1000  $             -  $           1000 1.5 0.25 None Yes Yes Y Y
Schwartz Funds AVE MARIA OPPORTUNITY FUND 808530703 AVESX Mutual Fund   Small Company  $           1000  $             -  $           1000 1.25 0 None Yes Yes Y Y
Schwartz Funds AVE MARIA RISING DIVIDEND FUND 808530604 AVEDX Mutual Fund   Growth and Income  $           1000  $             -  $           1000 1.15 0 None Yes Yes Y Y
Schwartz Funds SCHWARTZ VALUE 808530109 RCMFX Mutual Fund   Growth  $           1000  $             -  $           1000 1.43 0 None Yes Yes Y Y



 








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