Equity Fund Overview

The Colorado Episcopal Foundation Equity Fund is a pooled investment fund seeking long-term growth of capital. Income is a secondary consideration. The Equity Fund invests primarily in publicly traded equity securities (stocks) and mutual funds that focus on equity investments. It is the goal of the Equity Fund to produce, over the long-term, a total return that exceeds the total return of the S&P 500 Stock Index on a risk-adjusted basis and a minimum total return that exceeds the rate of inflation by seven percentage points.

  • Minimum opening balance — $2,000
  • Quarterly statement
  • Deposit / Withdraw quarterly
  • Primary objective: capital appreciation
  • Secondary objective: provide income
  • Forms to open:
    • Buy / Sell Form
    • Account Resolution Form
    • Investment Designation Form

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 Equity Fund forms, click here.

For Equity Fund Performance, click here.