Category: Previous Posts/Updates


December 2021 Snapshot

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

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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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An Indexed Approach to Investing

The Easton Episcopal Balanced Fund is managed for the benefit of the Diocese and parishes and other entities who are a part of the Diocese of Easton. It is currently a moderate allocation (50-70% equity) mix of U.S. Equities, Foreign Equity, and Fixed Income. The investment positions for each of these classes are actively or passively managed index funds with low expenses. The performance of the Fund is measured against a benchmark of 52% total US stock market as represented by the Russel 3000 index, 13% foreign equity as represented by MSCI ACWI ex USA and a 35% fixed income allocation represented by Barclays Intermediate Credit Fund. The Board of Managers from time to time sets or adjusts tactical targets for each of these classes based on their opinions of market conditions. The fund is re-balanced quarterly. The Board also chooses the specific mutual funds or exchange traded funds to invest in these categories; these choices may also change over time.

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Shareholder Letter 12/03/2020

Both the short and long term outlook for equities continues to be promising. Effective Covid 19 vaccines have been tested and are on track to approval; some have already been approved for use in the UK. While the full impact…

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Update 10/15/2020

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Gifts

Parishioners’ Gifts to Parishes February 1, 2019 IMPORTANT NOTIFICATION TO PARTICIPATING PARISHES Several parishes in the Diocese have asked for assistance in handling stock donations by their parishioners. In many cases parishes do not have relationships with brokers and that…

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