SVCEF
Social Values Choice Equity Fund
Frank Holsteen
Managing Director, Investment Management
Fund Snapshot | |
Inception | December 31, 2014 |
Exp. Ratio | 0.34% for 2023 |
Benchmark | MSCI World Environmental, Social and Governance (ESG) ex Fossil Fuels Index |
Fund Assets | $218 Million as of March 31, 2024 |
Holdings | March 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 Equity Fund | 3.30% | 13.35% | 22.87% | 7.77% | 12.87% | - |
SVCEF Benchmark | 2.97% | 13.11% | 22.53% | 7.68% | 12.78% | - |