Easton Episcopal FundsDid we hold any Silicon Valley Bank or Signature Bank stock?
We do not own any individual stocks or bonds.
-
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.
-
February 28, 2023 Snapshot
The monthly ‘Snapshot’, generated by Morningstar, is based on the Easton Episcopal Fund holdings as of market close each month, and includes a data-rich look at the performance, total Fund value and more.
-
January Update from The Vice Chair
A pleasant but not unexpected surprise!
-
Performance Since Inception
Chart detailing performance since inception by quarterly benchmark comparison
-
Board of Managers Eyes Economic Outlook
Steady hands navigate the choppy market.
-
Rate Raises by the Fed Have Been Anticipated
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
Silicon Valley Bank Collapse
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.
February 28, 2023 Snapshot
The monthly ‘Snapshot’, generated by Morningstar, is based on the Easton Episcopal Fund holdings as of market close each month, and includes a data-rich look at the performance, total Fund value and more.
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.