SVCEF
Social Values Choice Equity Fund
Frank Holsteen
Managing Director, Investment Management
Hoa Quach, CFA
Director, Public Markets
Virgilio Calahong, CAIA
Manager, Public Equities
Fund Snapshot | |
Inception | December 31, 2014 |
Exp. Ratio | 0.34% for 2023 |
Benchmark | MSCI World Index |
Fund Assets | $216 Million as of December 31, 2024 |
Holdings | September 30, 2024 |
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 | -0.97% | 18.21% | 18.21% | 5.93% | 11.62% | 10.26% |
SVCEF Benchmark | -1.18% | 17.66% | 17.66% | 5.72% | 11.49% | 10.26% |