Easton Episcopal FundsCategory: News
February 28, 2023 Snapshot
The monthly ‘Snapshot’, generated by Morningstar, is based on the Easton Episcopal Fund holdings as of market close each month, and includes a data-rich look at the performance, total Fund value and more.
Read MoreJanuary 31, 2023 Snapshot
We’re not looking at unadulterated blue skies ahead from now on – there will always be storms – but so far in 2023, it’s looking a little better than it was.
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Performance Since Inception
Chart detailing performance since inception by quarterly benchmark comparison
Read MoreSnapshot December 31, 2022
Calm seas never made a sailor. While 2022 overall was not good, and the hoped-for Santa Claus rally didn’t materialize, our long-term numbers remain above average with our rank consistently in the top third of the Morningstar Balanced Fund 50%-70% equity universe.
Read MoreSnapshot November 30, 2022
Comparing end of October to end of November will be heartening, even in the face of more potential rate raises.
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November Update from The Vice Chair
So far, 2022 has been one of the most volatile and perplexing stock markets that we have seen in some time.
Read MoreSnapshot September 30, 2022
While September was challenging, for the 3 year and 5-year periods we were in the 23rd and 29th percentiles respectively. And it’s oyster season!
Read MoreSeptember Update from the Vice Chair
How do you tell how your investment is doing? Or how well it will do?
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