Easton Episcopal FundsCategory: 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.
Read MoreFund Continues to Outperform Its Benchmark
As visible in the August 31, 2021 X-ray, the Easton Episcopal Fund continues to outpace its benchmark.
Read MoreAugust 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…
Read MoreBoard 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.
Read MoreFund 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%.
Read MoreBonds 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.
Read MoreFund 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%.
Read MoreMorningstar 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.
Read MoreMessage 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.
Read MoreMorningstar 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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