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Epiphany Funds (EPVNX)
General Fund Information
306 W. 7th Street Suite 616 Fort Worth, TX 76102
(800) 320-2185www.epiphanyfunds.com
Category:Domestic Equity Funds
Style:Large Blend
Assets: ($ millions)$13.1

Account min.:$1,000
Reinvest. min.:$250
IRA account min.: 
IRA reinvest min.: 
Type:Large-Cap
Expenses:1.50%
Max. defer. load: 
Max. front load: 
Avg. P/E:28.52
Avg. P/B:8.05
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 Issues11/30/17
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:

P =Positive screen: seeks companies with positive record
X =Exclusionary screen: avoids companies with poor record
"-"sign in the Alcohol, Tobacco, and Gambling column indicates no screen for this specific criteria
Sector Distribution 
No fund sectors available
Fund Performance11/30/17
Year to date: 20.85%
Year to date: 20.85%
1 Year: 22.70%
Annualized returns:
3 Year: 6.95%
5 Year: 12.75%
10 Year: 6.88%
Since inception: 6.09%
Inception date: 01/08/07
Bear Market: -17.79%
Bear Market Period:     —    
MPT Statistics11/30/17
Alpha 3YR:-3.49
Alpha 5YR:-2.91
Beta 3YR:0.99
Beta 5YR:1.02
R. Squared 3YR:93.47
R. Squared 5YR:90.95
Sharpe 3YR:0.64
Sharpe 5YR:1.22
Std. Dev. 3YR:10.15
Std. Dev. 5YR:10.15
Sectors Pie Chart 
No fund sectors available

 

 
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