Easton Episcopal Funds
Snapshot January 31, 2026
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Snapshot January 31, 2026
Snapshot January 31, 2026
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Vice Chair’s Report to Convention 2025
Vice Chair’s Report to the 157th Convention
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Annual Report from The Vice Chair
2024 Annual Report from The Vice Chair
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Update from The Vice Chair
Steady hands help to produce consistent performance
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Performance Since Inception
Chart detailing performance since inception by quarterly benchmark comparison
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 December 31, 2025
Phew! It’s been a volatile year. Even so, the Fund was up 14.60%, which put the Easton Episcopal Funds in the top 26% of the universe of comparable balanced funds. The Board of Managers, who carefully watch the market, interest…
Snapshot November 30, 2025
Snapshot November 39,2925
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.