Category: Portfolio Updates


OCTOBER WAS LESS SPOOKY

October 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%.

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Fall Update From The Vice Chair

Our average 3-year return since inception is 8.25%, so we have met one of our primary goals: meeting the Constant Rate of Return while growing the fund.

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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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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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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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Fund Continues to Advance in April

The overall portfolio, calculated by Morningstar, for the period January 1 – April 15, 2021 advanced 7.09%. (Click to read more)

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