SVCBF
Social Values Choice Bond Fund
;
Frank Holsteen
Managing Director, Investment Management
Fund Snapshot | |
Inception | June 30, 2017 |
Exp. Ratio | 0.47% for 2021 |
Benchmark | Bloomberg U.S. Universal (ex mortgage-backed securities) |
Fund Assets | $112 Million as of February 28, 2023 |
Holdings | December 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 | 1.70% | -13.41% | -13.41% | -2.12% | 0.50% | - |
SVCBF Benchmark | 2.27% | -13.34% | -13.34% | -2.34% | 0.39% | - |
See Risk and Disclosures for more information regarding Net of Fees Performance.