# Ave Maria World Equity Fund — new fund registration

SCHWARTZ INVESTMENT TRUST registered 1 new fund series on Form 485APOS, filed 2010-02-16. Featured series: Ave Maria World Equity Fund.

## Registration

- Registrant / trust: SCHWARTZ INVESTMENT TRUST
- CIK: 0000891160
- Form: 485APOS
- Filed: 2010-02-16
- State of incorporation: OH
- Accession: 0001111830-10-000165
- Reported net assets: $133.9M

## Series & classes (7)

| Series | Class | Ticker | New |
| --- | --- | --- | --- |
| [Schwartz Value Fund](https://search.stillhousedata.com/fund/S000001548) | Schwartz Value Fund | RCMFX | — |
| [Ave Maria Catholic Values Fund](https://search.stillhousedata.com/fund/S000001549) | Ave Maria Catholic Values Fund | AVEMX | — |
| [Ave Maria Growth Fund](https://search.stillhousedata.com/fund/S000001550) | Ave Maria Growth Fund | AVEGX | — |
| [Ave Maria Rising Dividend Fund](https://search.stillhousedata.com/fund/S000001551) | Ave Maria Rising Dividend Fund | AVEDX | — |
| [Ave Maria Bond Fund](https://search.stillhousedata.com/fund/S000001552) | Class R | AVEFX | — |
| [Ave Maria Opportunity Fund](https://search.stillhousedata.com/fund/S000011777) | Ave Maria Opportunity Fund | AVESX | — |
| [Ave Maria World Equity Fund](https://search.stillhousedata.com/fund/S000028831) | Ave Maria World Equity Fund | AVEWX | Yes |

## Fees (from the effective prospectus)

- 12b-1 fee: 0.00%
- Gross expense ratio: 1.01%
- Management fee: 0.75%
- Net expense ratio: 1.18%
- Other expenses: 0.26%

## Investment objective

The investment objective of the Ave Maria World Equity Fund is to seek long-term capital appreciation.

## Advisers

- [Schwartz Investment Counsel, Inc. (Advisor)](https://search.stillhousedata.com/firm/104693)

## Other filings by this registrant (9)

- [485APOS — 2026-02-06 (1 new series)](https://search.stillhousedata.com/launch/0001580642-26-000862)
- [485APOS — 2025-02-12](https://search.stillhousedata.com/launch/0001580642-25-000971)
- [485APOS — 2020-02-12 (1 new series)](https://search.stillhousedata.com/launch/0001398344-20-002948)
- [485APOS — 2010-04-28](https://search.stillhousedata.com/launch/0001111830-10-000430)
- [485APOS — 2006-02-15 (1 new series)](https://search.stillhousedata.com/launch/0001111830-06-000119)
- [485APOS — 2005-02-15](https://search.stillhousedata.com/launch/0001111830-05-000037)
- [485APOS — 2003-02-14](https://search.stillhousedata.com/launch/0001111830-03-000045)
- [485APOS — 2001-04-19](https://search.stillhousedata.com/launch/0001012709-01-500105)
- [485APOS — 2001-02-15](https://search.stillhousedata.com/launch/0001012709-01-000314)

## More

- [Registrant profile: SCHWARTZ INVESTMENT TRUST](https://search.stillhousedata.com/registrant/891160)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/launch/0001111830-10-000165.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.