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 | 0.45% for 2021 |
Benchmark | MSCI World Environmental, Social and Governance (ESG) ex Fossil Fuels Index |
Fund Assets | $131 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 Equity Fund | 9.89% | -20.19% | -20.19% | 5.17% | 6.76% | - |
SVCEF Benchmark | 9.88% | -20.13% | -20.13% | 5.21% | 6.75% | - |
See Risk and Disclosures for more information regarding Net of Fees Performance.