Fund Performance Updates

February 28, 2023 Snapshot

The monthly ‘Snapshot’, generated by Morningstar, is based on the Easton Episcopal Fund holdings as of market close each month, and includes a data-rich look at the performance, total Fund value and more.
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January 31, 2023 Snapshot

We’re not looking at unadulterated blue skies ahead from now on – there will always be storms – but so far in 2023, it’s looking a little better than it was.
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Snapshot December 31, 2022

Calm seas never made a sailor. While 2022 overall was not good, and the hoped-for Santa Claus rally didn’t materialize, our long-term numbers remain above average with our rank consistently in the top third of the Morningstar Balanced Fund 50%-70% equity universe.
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