Category: Portfolio Updates


April 30, 2022 Snapshot

There’s a lot to be said for the advice to Keep Calm and Carry On. The mixed news and emotions, spurred in part by the uncertainties of Ukraine and the effects on the economy, continue to affect the market. Yet…

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March 2022 Snapshot

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Vice Chair’s Report to 154th Convention

To our 29 participating Parishes and the Diocese of Easton

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February 2022 Snapshot

It will come as a surprise to no one that the Russian invasion of Ukraine has increased market volatility. As a result, your Board of Managers (BOM) and the Investment Advisory Board (IAB) met the following morning and will continue to meet weekly for the foreseeable future.

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January 2022 Snapshot

January was unpleasant, but the Board of Managers, whose members bring to the table a wealth of experience and expertise, continues to watch the market assiduously and make adjustments where needed. A prudent balance.

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December 2021 Snapshot

Steady, experienced hands continue to guide the Easton Episcopal Fund, which continues to do well.

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EEF November Portfolio Snapshot

The Fund continues to perform in the top half of the competitive universe.

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November Update from The Vice Chair

As volatile as November was, it is gratifying to report that we were in the top half of the competitive universe for the month, despite a decline of 1.49%. 

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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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