Category: About the Fund


August Update from The Vice Chair

The Board of Managers has developed a very specific asset allocation decision tree. Based upon input from our outside advisor, our own investment advisory board and the judgement of the Board, we gradually substantially moved our equity allocation above our…

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Board Reconfirms CRR At 5.25%

The Board of Managers reconfirms its recommendation of 5.25% Constant Rate of Return used by the Diocese and various parishes in the preparation of their annual budgets. 

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Bonds Continue to Surprise and Confound

The surprise in fixed income over the last three or so months has not been the performance of the stock market, which is making new highs on almost a weekly basis, but the performance of bonds.

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Message from the Vice Chair, June ’21

Why do we do what we do? The short answer is: To benefit the missions of the parishes and diocese whose money we invest. And we are pleased to report some pretty good returns.

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The Balanced Fund

The Easton Episcopal Balanced Fund was established on March 31, 2010. The Balanced Fund, which is comprised of equities, fixed income and some carefully selected income-producing investments, was the most efficient and by far the most popular with our investors. This structure simplified choice for our investors. It also simplified accounting, which helps to keep costs low.

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Message from the Vice Chair, Jan. ’21

Despite Difficult Year, Fund Returns 15.58% in 2020. Last year was difficult. The first six weeks of 2020 was business as usual, but by mid-February,
Covid-19 had begun to affect our lives, the economy and the stock market. Initially, we didn’t know how severe the downturn would be or how long it would last. For 31 calendar days until March 23, the stock market went down. The S&P 500 was down more than 33%, although your fund was down 25%, a success of sorts.

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Hypothetical Growth of a $10K Investment

An original investment of $10,000 made at the inception of the Easton Episcopal Fund on 3/31/2010 would have grown, by the end of 2020, to be worth $25,851.60. In the amount of time that has passed since the original investment annualized return, on average, is about 8.63%, which includes the reinvestment of dividends.

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