fund image

performance

The Schwartz Value Focused Fund is an equity mutual fund, which seeks long-term capital appreciation through value investing. The Fund managers purchase shares of strong, growing companies at reasonable prices. They may invest in the securities of companies of any size.

MORNINGSTAR1
Overall 3 Year 5 Year 10 Year
Morningstar
Rating
4 Star 5 Star 5 Star 2 Star
Number
of Funds
367 367 335 218
Fund Category Mid-Cap Blend Mid-Cap Blend Mid-Cap Blend Mid-Cap Blend
Period Ending September 30, 2022
TOTAL RETURNS ANNUALIZED
Fund Year-to-Date 1 Year 3 Years 5 Years 10 Years
Schwartz Value Focused Fund 26.57% 32.02% 25.84% 15.46% 10.62%
S&P 1500 Index -12.74% -8.80% 10.83% 10.68% 13.19%
Periods Ending November 30, 2022