- All investments are screened to eliminate any company engaged in abortion, pornography, embryonic stem cell research, or those that make corporate contributions to Planned Parenthood
- Our Catholic Advisory Board is comprised of prominent Catholics who establish our...
WHAT MAKES US DIFFERENT
- All investments are screened to eliminate any company engaged in abortion, pornography, embryonic stem cell research, or those that make corporate contributions to Planned Parenthood
- Our Catholic Advisory Board is comprised of prominent Catholics who establish our moral screening process
- We provide a vehicle for investors who want to align their investments with their moral beliefs
- Award-winning investment performance
FAMILY FUND PROFILE:
- Largest Catholic mutual fund family in the U.S.
- Diverse group of six funds that enable investors to align financial goals with moral beliefs
- Value investors utilizing proprietary criteria to screen out companies that promote or support activities contrary to the core moral teachings of the Catholic Church
- Place equal emphasis on investment performance and moral criteria in selecting securities
- Serve institutional and individual investors
- Advised by Schwartz Investment Counsel, Inc., a registered investment adviser established in 1980
- Professional portfolio managers and analysts average over 20 years of investment experience
- 100% no-load mutual fund family
WHAT WE DO FOR OUR SHAREHOLDERS
Help investors to preserve and grow their wealth without violating their moral beliefs
Provide pro-life, pro-family investments that enable investors to potentially achieve strong long-term returns
Manage money in a value-oriented manner
