Snapshot October 31, 2023

While uncertainty seems to be the theme of the day, and of course there has been an end of summer market down-draft, partly in conjunction with possible continued interest rate increases and their effect and partly due to global instability, the Fund is doing more than just hanging in there. The Easton Episcopal Funds has been in the 24th performance percentile in the universe of 600 balanced funds (all comparisons net of fees) for the past three years. It’s been in the 26th percentile for the past ten years. Easy? No. It is assessed and watched assiduously by the members of the Board of Managers, who are also fellow parishioners/shareholders.