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 | $132 Million as of May 31, 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 Equity Fund | -6.69% | -6.69% | 10.33% | 16.12% | 13.15% | - |
SVCEF Benchmark | -6.48% | -6.48% | 10.70% | 16.17% | 13.23% | - |
See Risk and Disclosures for more information regarding Net of Fees Performance.