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1. www.schwartzinvest.com › investing-with-us › schwartz-value-fundSchwartz Investment Counsel, Inc. » Schwartz Value Focused Fund...

   www.schwartzinvest.com › investing-with-us › schwartz-value-fund

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   Providing investment counseling services to families, trusts, retirement funds, foundations, endowments, corporations and mutual funds.

2. www.morningstar.com › funds › xnasRCMFX – Schwartz Value Focused Fund Stock Price - Morningstar

   www.morningstar.com › funds › xnas

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   31 sie 2024 · RCMFX - Schwartz Value Focused - Review the RCMFX stock price, growth, performance, sustainability and more to help you make the best investments.

3. www.schwartzvaluefocusedfund.com › performanceSchwartz Value Focused Fund

   www.schwartzvaluefocusedfund.com › performance

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   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.

4. www.morningstar.com › asset-management-companies › schwartz-BN000009YPSchwartz Funds List - Morningstar

   www.morningstar.com › asset-management-companies › schwartz-BN000009YP

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   Review our list of all Schwartz Funds that are available to invest in. Sort by star rating, minimum initial investment, share class, and more. See the full list!

5. markets.ft.com › data › fundsSchwartz Value Focused Fund, RCMFX summary - FT.com

   markets.ft.com › data › funds

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   11 paź 2024 · The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets, including the amount of any borrowings for investment purposes, in equity securities...

6. www.morningstar.com › funds › xnasRCMFX – Portfolio – Schwartz Value Focused - Morningstar

   www.morningstar.com › funds › xnas

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   30 wrz 2024 · RCMFX Portfolio - Learn more about the Schwartz Value Focused investment portfolio including asset allocation, stock style, stock holdings and more.

7. schwartzvaluefocusedfund.com › assets › pdfs2021 - schwartzvaluefocusedfund.com

   schwartzvaluefocusedfund.com › assets › pdfs

   2021 was a good year for the Schwartz Value Focused Fund (the “Fund”) with a total return of 31.14%, compared to 28.45% for the Fund’s benchmark, the S&P 1500 Index, and 23.53% for the Morningstar mid-cap blend category average.