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 | 0.40% for 2022 |
Benchmark | MSCI World Environmental, Social and Governance (ESG) ex Fossil Fuels Index |
Fund Assets | $186 Million as of July 31, 2023 |
Holdings | June 30, 2023 |
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 | -3.50% | 12.19% | 23.28% | 7.92% | 8.27% | - |
SVCEF Benchmark | -3.33% | 12.20% | 23.28% | 8.04% | 8.25% | - |
See Risk and Disclosures for more information regarding Net of Fees Performance.