The sun has set on 2024, which has been a good year for the Easton Episcopal Funds. The Fund is in the top third of comparable balanced funds – as it has been for most rolling 3-year time periods since inception – and the 2025 returns exceed the recommended Constant Rate of Return* so there is growth in the fund even while investor parishes and other investor entities withdraw monies to use for their missions.

*The Board of Managers annually recommends a top percentage withdrawal (5% for 2025) based on careful consideration of the market, investments and fiscal prudence. Some parish and Diocesan entities draw the full CRR percentage amount, others less. Shareholders can find instructions on calculating the CRR in the FAQ section of this website.