SVCEF
Social Values Choice Equity Fund
Frank Holsteen
Managing Director, Investment Management
Hoa Quach, CFA
Director, Public Markets
Fund Snapshot | |
Inception | December 31, 2014 |
Exp. Ratio | 0.30% for 2024 |
Benchmark | MSCI World Index |
Fund Assets | $216 Million as of December 31, 2024 |
Holdings | June 30, 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 Equity Fund | 7.34% | 17.95% | 16.80% | 24.52% | 14.51% | 12.82% |
SVCEF Benchmark | 7.27% | 17.43% | 16.67% | 24.27% | 14.44% | 12.83% |