SVCBF
Social Values Choice Bond Fund
Frank Holsteen
Managing Director, Investment Management
Connie Christian, CFA
Manager, Fixed Income
Fund Snapshot | |
Inception | June 30, 2017 |
Exp. Ratio | 0.39% for 2023 |
Benchmark | Bloomberg U.S. Universal (ex mortgage-backed securities) |
Fund Assets | $121 Million as of February 29, 2024 |
Holdings | December 31, 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 Bond Fund | 6.73% | 6.75% | 6.75% | -2.90% | 2.02% | - |
SVCBF Benchmark | 6.65% | 6.51% | 6.51% | -3.00% | 1.80% | - |