Bond Fund Overview

The Colorado Episcopal Foundation Bond Fund is a pooled investment fund seeking to provide current income. Capital appreciation is a secondary consideration. The Bond Fund invests primarily in publicly traded fixed income securities (bonds) and mutual funds that focus on fixed income investments. It is the goal of the Bond Fund to produce, over the long-term, a total return that exceeds the total return of the Lehman Brothers Aggregate Bond Index on a risk-adjusted basis and a minimum total return that exceeds the rate of inflation by two percentage points.

Note: The Investment Funds Statement of Information should be read before investing in any of the funds. To request a copy, contact Scott Asper at the Foundation.

For Bond Fund forms, click here.

For Bond Fund Performance, click here.