Schwartz Investment Trust Plymouth Michigan 48170Advisory Agreement • April 29th, 2020 • Schwartz Investment Trust • Michigan
Contract Type FiledApril 29th, 2020 Company JurisdictionSchwartz Investment Trust (the "Trust") is a diversified open-end management investment company registered under the Investment Company Act of 1940, as amended (the "Act"), and subject to the rules and regulations promulgated thereunder. The Trust has established the Ave Maria Focused Fund (the "Fund") as a series of shares of the Trust.
Schwartz Investment Trust Plymouth Michigan 48170Advisory Agreement • February 12th, 2020 • Schwartz Investment Trust • Michigan
Contract Type FiledFebruary 12th, 2020 Company JurisdictionSchwartz Investment Trust (the "Trust") is a diversified open-end management investment company registered under the Investment Company Act of 1940, as amended (the "Act"), and subject to the rules and regulations promulgated thereunder. The Trust has established the Ave Maria Focused Fund (the "Fund") as a series of shares of the Trust.
Re: Advisory AgreementAdvisory Agreement • August 18th, 2010 • Schwartz Investment Trust • Michigan
Contract Type FiledAugust 18th, 2010 Company JurisdictionSchwartz Investment Trust (the "Trust") is a diversified open-end management investment company registered under the Investment Company Act of 1940, as amended (the "Act"), and subject to the rules and regulations promulgated thereunder. The Trust has established the Ave Maria World Equity Fund (the "Fund") as a series of shares of the Trust.
Schwartz Investment TrustAdvisory Agreement • April 28th, 2010 • Schwartz Investment Trust • Michigan
Contract Type FiledApril 28th, 2010 Company JurisdictionSchwartz Investment Trust (the "Trust") is a diversified open-end management investment company registered under the Investment Company Act of 1940, as amended (the "Act"), and subject to the rules and regulations promulgated thereunder. The Trust has established the Ave Maria World Equity Fund (the "Fund") as a series of shares of the Trust.
Schwartz Investment Trust Bloomfield Hills, Michigan 48301Advisory Agreement • April 28th, 2010 • Schwartz Investment Trust • Michigan
Contract Type FiledApril 28th, 2010 Company JurisdictionSchwartz Investment Trust (the "Trust") is a diversified open-end management investment company registered under the Investment Company Act of 1940, as amended (the "Act"), and subject to the rules and regulations promulgated thereunder. The Trust has established the Schwartz Value Fund (the "Fund") as a series of shares of the Trust.
Re: Amended and Restated Advisory AgreementAdvisory Agreement • April 28th, 2010 • Schwartz Investment Trust • Michigan
Contract Type FiledApril 28th, 2010 Company JurisdictionSchwartz Investment Trust (the "Trust") is a diversified open-end management investment company registered under the Investment Company Act of 1940, as amended (the "Act"), and subject to the rules and regulations promulgated thereunder. The Trust has established the Ave Maria Catholic Values Fund (the "Fund") as a series of shares of the Trust.
Re: Amended and Restated Advisory AgreementAdvisory Agreement • April 28th, 2010 • Schwartz Investment Trust • Michigan
Contract Type FiledApril 28th, 2010 Company JurisdictionSchwartz Investment Trust (the "Trust") is a diversified open-end management investment company registered under the Investment Company Act of 1940, as amended (the "Act"), and subject to the rules and regulations promulgated thereunder. The Trust has established the Ave Maria Opportunity Fund (the "Fund") as a series of shares of the Trust.
Schwartz Investment Trust Bloomfield Hills, Michigan 48301Advisory Agreement • February 16th, 2010 • Schwartz Investment Trust • Michigan
Contract Type FiledFebruary 16th, 2010 Company JurisdictionSchwartz Investment Trust (the "Trust") is a diversified open-end management investment company registered under the Investment Company Act of 1940, as amended (the "Act"), and subject to the rules and regulations promulgated thereunder. The Trust has established the Ave Maria World Equity Fund (the "Fund") as a series of shares of the Trust.