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 | $124 Million as of March 31, 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 | -0.18% | -0.18% | 3.47% | -1.81% | 1.22% | - |
SVCBF Benchmark | -0.30% | -0.30% | 3.05% | -1.90% | 1.00% | - |