Category: News


Long-Term Returns Remain Positive

While the market pulled back in September, and the EEF along with it, long-term EEF returns remain positive and better than our benchmark.

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Fund Continues to Outperform Its Benchmark

As visible in the August 31, 2021 X-ray, the Easton Episcopal Fund continues to outpace its benchmark.

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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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Fund Outperformed Benchmark in July

For 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%.

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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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Fund Adds 6.31% in Second Quarter

Our Fund returned another 6.31% through the end of June, bringing the year-to-date return up to 9.71%.

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Morningstar X-Ray of June 30 Holdings

The 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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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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Morningstar X-Ray

The June 4 report reflects a recent decision by the Board to reallocate a portion of the fixed income account, some to a ladder of target maturity ETF bond funds, and some to high-yield (click ti read more)

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