SVCBF
Social Values Choice Bond Fund
Frank Holsteen
Managing Director, Investment Management
Hoa Quach, CFA
Director, Public Markets
Connie Christian, CFA
Manager, Fixed Income
Fund Snapshot | |
Inception | June 30, 2017 |
Exp. Ratio | 0.30% for 2024 |
Benchmark | Bloomberg U.S. Aggregate |
Fund Assets | $127 Million as of December 31, 2024 |
Holdings | June 30, 2025 |
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 | |
Social Values Choice Bond Fund | 2.13% | 6.98% | 4.24% | 6.03% | 0.48% | - |
SVCBF Benchmark | 2.03% | 6.17% | 3.40% | 5.76% | 0.14% | - |