Easton Episcopal FundsCategory: Portfolio Updates
December 2021 Snapshot
Steady, experienced hands continue to guide the Easton Episcopal Fund, which continues to do well.
Read MoreEEF November Portfolio Snapshot
The Fund continues to perform in the top half of the competitive universe.
Read MoreNovember 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%.
Read MoreOCTOBER 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%.
Read MoreFall 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.
Read MoreLong-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 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.
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