Did we hold any Silicon Valley Bank or Signature Bank stock?
We do not own any individual stocks or bonds.
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.
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.
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.
Did we hold any Silicon Valley Bank or Signature Bank stock?
We do not own any individual stocks or bonds.
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.
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.
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…
This tab provides instructions for computing periodic withdrawals and for handling stock gifts from parishioners to their parishes.