SVF
Stable Value Fund
Frank Holsteen
Managing Director, Investment Management
Connie Christian, CFA
Manager, Fixed Income
Fund Snapshot | |
Inception | November 18, 2002 |
Exp. Ratio | 0.50% for 2023 |
Benchmark | Custom Benchmark* |
Fund Assets | $349 Million as of March 31, 2024 |
Holdings | March 31, 2024 |
Unit Price History | Wespath Funds Price History |
For More Information | Investment Funds Description – P Series |
3 mo | YTD | 1 yr | 3 yr | 5 yr | 10 yr | |
Stable Value Fund | 0.68% | 0.68% | 2.48% | 1.79% | 1.79% | 1.97% |
SVF Benchmark | 1.30% | 1.30% | 5.27% | 2.60% | 2.03% | 1.95% |