SVCEF
Social Values Choice Equity Fund
;
Frank Holsteen
Managing Director, Investment Management
Mark Warren, CFA, CIMA
Manager, Public Equities
Fund Snapshot | |
Inception | December 31, 2014 |
Exp. Ratio | 0.40% for 2022 |
Benchmark | MSCI World Environmental, Social and Governance (ESG) ex Fossil Fuels Index |
Fund Assets | $160 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 Equity Fund | 8.55% | 8.55% | -7.16% | 15.94% | 8.75% | - |
SVCEF Benchmark | 8.48% | 8.48% | -7.35% | 15.93% | 8.72% | - |
See Risk and Disclosures for more information regarding Net of Fees Performance.