Fund Ranks in Top Third Among Peers
March 31, 2021
The Easton Episcopal Fund’s ranking based on its 3- and 5-year annualized returns when compared with Morningstar “Moderate Allocation” Funds, a universe of approximately 900 funds with a 50%-70% equity allocation is depicted above. The vertical axis indicates the returns of the funds in that universe. The blocks are divided into the top, middle, and bottom thirds of performance rank, omitting the top and bottom 5% of funds. The 3- and 5-year returns for the Easton Episcopal Balanced Fund are indicated by the black line, with the values and ranking in the call out boxes.