Easton Episcopal Funds
Spring’s last hurrah before summer. If the livin’ isn’t quite easy, at least the jobs report for May came in at a number that didn’t trigger murmurings from the Fed, and markets seem calmer now that there is a debt…
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Silicon Valley Bank Collapse
Did we hold any Silicon Valley Bank or Signature Bank stock?
We do not own any individual stocks or bonds. -
EEF Vice-Chair’s Report to 155th Diocesan Convention
When we measure our long-term performance, we are pleased to report that we generated results that were equal to, or better than our aspirations.
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Performance Since Inception
Chart detailing performance since inception by quarterly benchmark comparison
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Board of Managers Eyes Economic Outlook
Steady hands navigate the choppy market.
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Fed Raises Federal Funds Rate 25bp Today, May 3, 2023
None of the Fed’s 2022 rate raises have surprised the Board of Managers.
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 April 30, 2023
The ‘Snapshot’ offers details of the allocations and totals in the Easton Episcopal Fund as of the end of April. Since the Board of Managers anticipated the Fed’s most recent quarter point rate raise, which was announced on 3 May,…
Snapshot March 31, 2023
Snapshot March 31, 2023
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.