Easton Episcopal FundsCategory: Portfolio Updates
Snapshot September 30, 2023
While September was a difficult month, it was not as tough as September 2022, and for the past 12 months we were up over 13%. Additionally, the Fund remains in the top 30% of the balanced fund universe for the…
Read MoreAugust 31, 2023 Snapshot
After a pullback in July, the market is once again climbing, cautiously, as it absorbs Powell’s Wyoming speech, in which he left the door open to one more rate increase this year, though he was careful not to offer anything…
Read MoreJuly 31, 2023 Snapshot
While not smooth sailing, minding the trim, paying close attention, adjusting the sails and the weighting keeps things on course.
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Snapshot June 30, 2023
Steady as she goes progress marks the EEF. The market has come back well from September 2022’s sharp decline, though it remains cautious,
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Snapshot April 30, 2023
The ‘Snapshot’ offers details of the allocations and totals in the Easton Episcopal Fund as of the end of April. Since the Board of Managers anticipated the Fed’s most recent quarter point rate raise, which was announced on 3 May,…
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Silicon Valley Bank Collapse
Did we hold any Silicon Valley Bank or Signature Bank stock?
We do not own any individual stocks or bonds.
EEF Vice-Chair’s Report to 155th Diocesan Convention
When we measure our long-term performance, we are pleased to report that we generated results that were equal to, or better than our aspirations.
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