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

Fund Continues to Outperform Its Benchmark

As visible in the August 31, 2021 X-ray, the Easton Episcopal Fund continues to outpace its benchmark.

Board Reconfirms CRR At 5.25%

The Board of Managers reconfirms its recommendation of 5.25% Constant Rate of Return used by the Diocese and various parishes in the preparation of their annual budgets. 

Fund Outperformed Benchmark in July

For the period July 1 to July 31 EEF returned 1.23% and the benchmark returned .93%. This resulted in EEF outperforming the benchmark by .30%.

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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…

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Withdrawals and Gifts

This tab provides instructions for computing periodic withdrawals and for handling stock gifts from parishioners to their parishes.

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