SVCBF
Social Values Choice Bond Fund
Frank Holsteen
Managing Director, Investment Management
Hoa Quach, CFA
Director, Public Markets
Connie Christian, CFA
Manager, Fixed Income
Fund Snapshot | |
Inception | June 30, 2017 |
Exp. Ratio | 0.30% for 2024 |
Benchmark | Bloomberg U.S. Universal (ex mortgage-backed securities) |
Fund Assets | $127 Million as of December 31, 2024 |
Holdings | December 31, 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 Bond Fund | 3.04% | 3.04% | 5.94% | 1.28% | 1.34% | - |
SVCBF Benchmark | 2.55% | 2.55% | 5.20% | 1.15% | 0.62% | - |