Update from the Vice Chair What a week to take a vacation! One day the Dow is up more than 1000 points and the next it’s down more than 1000 points. What’s going on? As the article (pasted below) written…
Read MoreCautious optimism in today’s volatile norm EASTON EPISCOPAL FUNDS 314 North Street Easton, MD 21601-3684 Chris Maxwell Vice Chair, Board of Managers April 20, 2022 Stock market volatility appears to be the new norm. Why is the market so indecisive – up…
Read MoreThe magnitude of geopolitical developments has rattled global financial markets. Fear of the unknown has pushed up investor anxiety.
Read MoreOctober was kinder to the market in general and the Easton Episcopal Funds in particular. We exceeded the benchmark in the Fund overall by 0.7%.
Read MoreThe 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.
Read MoreFor the period July 1 to July 31 EEF returned 1.23% and the benchmark returned .93%. This resulted in EEF outperforming the benchmark by .30%.
Read MoreOur Fund returned another 6.31% through the end of June, bringing the year-to-date return up to 9.71%.
Read MoreThe Morningstar X-ray report provides a detailed breakdown of the holdings of the Easton Episcopal Balanced Fund. The June 30 report reflects recent allocation updates in the fixed income portion of the fund.
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