DISTRIBUTION AGREEMENTDistribution Agreement • April 30th, 2019 • Schwartz Investment Trust • Ohio
This Agreement made as of February 1, 2019 by and between SCHWARTZ INVESTMENT TRUST (the "Trust"), an Ohio business trust, and ULTIMUS FUND DISTRIBUTORS, LLC, an Ohio limited liability company ("Distributor").
EXPENSE LIMITATION AGREEMENT SCHWARTZ INVESTMENT COUNSEL, INC. Plymouth, Michigan 48170Expense Limitation Agreement • April 30th, 2019 • Schwartz Investment Trust • Michigan
FIRST AMENDMENT TO AMENDED AND RESTATED ADVISORY AGREEMENTAdvisory Agreement • April 30th, 2019 • Schwartz Investment Trust
WHEREAS, Schwartz Investment Trust, an Ohio business trust (the "Trust"), on behalf of the Ave Maria Value Fund (the “Fund”), formerly the Ave Maria Catholic Values Fund and Schwartz Investment Counsel, Inc., a Michigan corporation (the "Adviser"), have entered into an Amended and Restated Advisory Agreement, dated as of May 1, 2010 (the "Agreement");
Mutual Fund Services Agreement For Schwartz Investment TrustMutual Fund Services Agreement • April 30th, 2019 • Schwartz Investment Trust
This Amendment revises the Mutual Fund Services Agreement dated August 21st, 2000 (the "Agreement") between Schwartz Investment Trust (the "Trust") and Ultimus Fund Solutions, LLC ("Ultimus"), an Ohio limited liability company (collectively the "Parties").
Second Amendment to Mutual Fund Services Agreement For Schwartz Investment TrustMutual Fund Services Agreement • April 30th, 2019 • Schwartz Investment Trust
This Second Amendment revises the Mutual Fund Services Agreement dated August 21st, 2000, as amended June 28, 2018, (the “Agreement”), between Schwartz Investment Trust (the “Trust”), an Ohio business Trust, and Ultimus Fund Solutions, LLC (“Ultimus”), an Ohio limited liability company (collectively the “Parties”).
