• Largest Catholic mutual fund family – 100% no-load
  • Six funds that align financial goals with moral beliefs
  • Screens out companies that promote or support activities contrary to the core teachings of Catholicism.
  • Equal emphasis on investment performance and moral criteria
  • Serving 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

Investing Resources

  • Know What You Own
  • Get A Head Start
  • Think Twice
  • Ignore The Headlines
  • Finding The Right Mix
  • Account Applications

Looking for FEST Sponsors!

We are looking for sponsors and vendors for FEST 2022.  Take a minute and think of a company – and/or vendor – who would be a great partner for The FEST. 

All you need to do is send us a good contact name/phone number and the company and we will take it from there.

Please let me know your suggestions and contact info for vendors and sponsors (frbob@theFEST.us). 

We need YOUR help to make this the best FEST ever!!!


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