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 | March 31, 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 | 1.65% | 4.74% | 7.24% | 3.80% | 0.41% | - |
SVCBF Benchmark | 1.47% | 4.06% | 6.51% | 3.57% | -0.02% | - |