Easton Episcopal Funds
Rhetoric and news continue fast and furious, but the Easton Episcopal Fund continues to steadily march forward. (Bearing in mind that markets have a certain amount of natural up and down even without the additional pressure of the current tsunami-like…
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Update from The Vice Chair
Steady hands help to produce consistent performance
About the Fund
Established on March 31, 2010, the Easton Episcopal Fund of the Diocese of Easton is an investment fund available to parishes and other diocesan entities. Under the direction of the Board of Managers this fund provides carefully-managed, cost-efficient and risk-controlled investment that allows its investors to focus on their primary missions of worship, outreach, and maintenance of the parish and the diocese.
Investment Approach
The Fund currently pursues an indexed approach to investing, and has realized significant gains since inception. It has consistently ranked in the top third, or better, among similar mutual funds.
Fund performance is monitored against a benchmark composite index with about 65% equity and 35% bonds.
Board of Managers
The Board of Managers determines the investment direction for the Fund. Following an overall strategic plan, they may adjust allocations or investment positions according to market conditions. Their overall goal is to provide reliable and growing returns to support the individual missions of the parishes and diocesan institutions.
More News and Updates
Snapshot May 31, 2026
May was kinder in the market, despite the continued volatility in politics and in the news. The Fund, which as of the 31st of May manages $52 million of our shareholders’ investment funds, ended the month with an 8.30% gross…
Snapshot April 30, 2026
March was a difficult month, not surprisingly, but April was better with a gross return of 6.65% and a year to date gross return of 4.71%, 36 basis points ahead of the EEF policy benchmark. The upcoming transition in the…
Access and Forms
Easton Episcopal Funds accounts are managed by Mutual Shareholder Services (MSS). If you are a shareholder, your current balances as well as historical transactions in your account may be viewed by following the link below to MSS. Choose “Easton Episcopal…
Withdrawals and Gifts
This tab provides instructions for computing periodic withdrawals and for handling stock gifts from parishioners to their parishes.