SVCBF
Social Values Choice Bond Fund
;
Frank Holsteen
Managing Director, Investment Management
Fund Snapshot | |
Inception | June 30, 2017 |
Exp. Ratio | 0.43% for 2022 |
Benchmark | Bloomberg U.S. Universal (ex mortgage-backed securities) |
Fund Assets | $114 Million as of April 30, 2023 |
Holdings | March 31, 2023 |
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 | 2.98% | 2.98% | -5.21% | -0.84% | 1.44% | - |
SVCBF Benchmark | 3.05% | 3.05% | -4.54% | -1.65% | 1.30% | - |
See Risk and Disclosures for more information regarding Net of Fees Performance.