SocialFunds.com

Mutual Funds Center
Epiphany FFV Fund C 
Learn more about this fund. Order a Prospectus
General Fund Information
Epiphany Funds
306 W. 7th Street Suite 616
Fort Worth TX 76102
(800) 320-2185
www.epiphanyfunds.com
Category:Domestic Equity Funds
Style:Growth
Assets: ($ millions) 

Account min.: 
Reinvest. min.: 
IRA account min.: 
IRA reinvest min.: 
Type:Large-Cap
Expenses: 
Max. defer. load: 
Max. front load: 
Avg. P/E: 
Avg. P/B: 
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
The Epiphany FFV Fund seeks long-term growth of capital from investments in companies whose business activities and practices are consistent with Christian moral and ethical principles. The Epiphany FFV Fund seeks to achieve its objective by investing in the equity securities of ompanies that pass the Catholic Scorecard, a proprietary screening methodology developed by Trinity Fiduciary Partners, LLC (the "Adviser"). The starting universe from which equity securities are selected is the largest 1000 stocks, based on market capitalization, listed on domestic U.S. securities markets. While the Fund selects stocks from the 1000 largest companies, the Fund may invest in companies of any size, including what are commonly referred to as small-cap and mid-cap companies.
Social Issues10/31/17
Shareholder activism:Yes
Community investment:
Environment:X
Human rights:
Employment:X
Products and Services:
Weapons:
Animal testing:
Nuclear power:
Alcohol, tobacco & gambling:X/X/X
Other:Corporate governance Abortion

P = Positive screen: fund seeks companies with a positive record or achievement.
R = Restricted investment: the fund has minimum criteria related to this issue.
X = Exclusionary screen: fund avoids companies involved with this issue.
"-" Fund does not screen for this criteria.
Fund Performance10/31/17
  Fund Return Percentile Rank *
Year to date:  
1 Year:  
Annualized returns:
3 Year:  
5 Year:  
10 Year:  
Since inception:  
Inception date:  
Bear Market:    
Bear Market Period:     —      

* Percentile rank compares the performance of a fund to other funds with similar investing goals and styles. Funds with a percentile rank of 10 performed better than 90 percent of their peers. Funds with a percentile rank of 70 performed worse than 69 percent of their peers.
MPT Statistics10/31/17
Alpha 3YR: 
Alpha 5YR: 
Beta 3YR: 
Beta 5YR: 
R. Squared 3YR: 
R. Squared 5YR: 
Sharpe 3YR: 
Sharpe 5YR: 
Std. Dev. 3YR: 
Std. Dev. 5YR: 
Sector Distribution 
No fund sectors available

Mutual Funds | Community Investing | News | Sustainability Reports | Corporate Research | Shareowner Actions | Financial Services | Conferences
Home | Login | Contact | Support This Site | Terms of Use | Privacy Statement | Reprints


© 1998-2017 SRI World Group, Inc. All Rights Reserved.

Created and maintained by
SRI World Group web development services
Do your own research Work with an advisor SRI News SRI Learning Center Home