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1. 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!

2. 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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   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.

3. 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.

4. www.morningstar.com › asset-management-companies › schwartz-BN000009YPSchwartz - Asset Management Company - Morningstar

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

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   Review Schwartz's Funds and ETFs, check out Morningstar's ratings for each fund or ETF and quickly see which are the highest or lowest rated funds currently.

5. 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.

6. www.schwartzinvest.com › wp-content › uploadsSchwartz Value Focused Fund

   www.schwartzinvest.com › wp-content › uploads

   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.

7. www.schwartzinvest.com › wp-content › uploadsValueS cFohcwuasretdz Fund - Schwartz Invest

   www.schwartzinvest.com › wp-content › uploads

   For the six-month period ending June 30, 2022, the Schwartz Value Focused Fund (the “Fund”) was basically flat, with a total return of 0.32% compared to -19.91% for the S&P 1500 Index and -19.08% for the Morningstar Mid-Cap Blend category average.