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Epiphany Fund Announces a Change in Investment Strategy

Contact: Ashley Walker, 678-990-9032; Christine Schicker, 404-610-8871; both with the Maximus Group

 

FORT WORTH, Texas, March 5 /Christian Newswire/ -- Effective immediately, the Epiphany Core Equity Fund will change its investment strategy to track the Faith and Family Values 100 Index (FFV 100), a sector neutral, market cap weighted index comprised of the 100 largest U.S.-based companies who pass stringent moral and ethical standards. In addition, the fund name will change to the Epiphany Faith and Family Values 100 Fund.

 

Adam Auten, Portfolio Manager of the Epiphany Fund, said "Our goal in shifting to a passive strategy for the fund is to provide market returns without compromising moral principles. We view the FFV 100 Index as a Catholic version of the S&P 500."

 

The standards applied to companies included in the FFV 100 are based on the social justice teachings of the Catholic Church and the criteria established by the U.S. Conference of Catholic Bishops in their teaching document, "Socially Responsible Investment Guidelines."

 

"This investment can replace the S&P 500 allocation in the current portfolio of individual and institutional investors who are guided by their religious and moral principles," said Sam Saladino, President of the Epiphany Fund.

 

The high growth rate of assets invested in religious based mutual funds reflects the growing concern regarding the activities and policies of corporations in our country. In the past ten years, those assets have grown from $500 million to over $17 billion. The Epiphany Faith and Family Values 100 Fund is a morally responsible, fiscally sound investment vehicle for Catholics and other faith-based investors. For additional information, visit www.epiphanyfund.com or call 800-320-2185.

 

The senior partners at Trinity Fiduciary Partners are available for interviews. Please contact Ashley Walker at 678-990-9032 or Christine Schicker at 404-610-8871, both with the Maximus Group.

 

Investing in the Fund carries certain risks. An investor's shares when redeemed may be worth more or less than their original cost. Past performance does not guarantee future results. Please consider the investment objective, risk, charges and expenses carefully before investing. A prospectus with this and other important information about the Fund may be obtained at Epiphanyfund.com or by calling 1-800-320-2185. The Fund applies a redemption fee of 2.00% for shares held less than 60 days. Matrix Capital Group, Inc., New York, NY 10017 distributes the Fund.