SVCBF
Social Values Choice Bond Fund
;
Frank Holsteen
Managing Director, Investment Management
Nízida Arriaga, CFA
Manager, Fixed Income
Fund Snapshot | |
Inception | June 30, 2017 |
Exp. Ratio | 0.47% for 2021 |
Benchmark | Bloomberg U.S. Universal (ex mortgage-backed securities) |
Fund Assets | $114 Million as of April 30, 2022 |
Holdings | March 31, 2022 |
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 | -5.92% | -5.92% | -3.48% | 2.71% | - | - |
SVCBF Benchmark | -6.45% | -6.45% | -4.03% | 2.23% | - | - |
See Risk and Disclosures for more information regarding Net of Fees Performance.