Ave Maria Rising Dividend Fund (AVEDX)

SEC filing on record Proprietary screen Mutual fund Last updated:

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Adviser, verified

Registered adviser
SCHWARTZ INVESTMENT COUNSEL INC
CRD / SEC number
104693 (801-32773)
Registration status
Active

Checked against the SEC's Investment Adviser Public Disclosure registry by CRD — not the sponsor's marketing copy.

Latest SEC filings

Filed by SCHWARTZ INVESTMENT TRUST. NPORT-P carries monthly holdings, 485BPOS the prospectus and fees, N-CEN the annual report.

Change log

Detected from filings and official pages — most recent first.

  1. New filing at the SEC — NPORT-P filed 2026-08-28 (accession 0000910472-26-013667)
  2. New filing at the SEC — NPORT-P filed 2026-05-29 (accession 0000910472-26-008398)

Sources

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