Schwartz Value Focused Fund — new fund registration

SCHWARTZ INVESTMENT TRUST registered fund series on Form 485APOS, filed 2025-02-12. Featured series: Schwartz Value Focused Fund.

Registration

• Registrant / trust: SCHWARTZ INVESTMENT TRUST
• CIK: 0000891160
• Form: 485APOS
• Filed: 2025-02-12
• State of incorporation: OH
• Accession: 0001580642-25-000971
• Reported net assets: $112.3M

Series & classes (1)

Fees (from the effective prospectus)

• Gross expense ratio: 1.13%
• Management fee: 0.75%
• Net expense ratio: 1.26%
• Other expenses: 0.28%

Investment objective

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

Advisers

• Schwartz Investment Counsel, Inc. (Advisor)

Other filings by this registrant (9)

• 485APOS — 2026-02-06 (1 new series)
• 485APOS — 2020-02-12 (1 new series)
• 485APOS — 2010-04-28
• 485APOS — 2010-02-16 (1 new series)
• 485APOS — 2006-02-15 (1 new series)
• 485APOS — 2005-02-15
• 485APOS — 2003-02-14
• 485APOS — 2001-04-19
• 485APOS — 2001-02-15

More

• Registrant profile: SCHWARTZ INVESTMENT TRUST
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