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Products April 1, 2010
Trinity Unveils Three Epiphany Funds
April 1, 2010 (PLANSPONSOR.com) –Trinity Fiduciary
Partners, LLC, investment adviser to the Epiphany Funds, has launched three new
Epiphany Funds.
Reported by Fred Schneyer
The new Funds include The Epiphany FFV Focused and (EPFNX); The Epiphany FFV Strategic Income Fund (EPINX); and The Epiphany Large Cap Core Fund (EPCNX).
The three are sub-advised by Dana Investment Advisors, with $2.6 billion in assets.
Investments with the FFV designation in the Epiphany Family of Funds are evaluated according to the Catholic Scorecard, a proprietary screening methodology developed by Trinity. The focus of the Catholic Scorecard is to protect the dignity of human life, support and protect marriage and families and reasonably safeguard the environment, according to the announcement.
The Epiphany FFV Focused Fund invests in 50 to 60 large U.S. companies that pass the Catholic Scorecard as well as economic criteria.
The Epiphany FFV Strategic Income Fund invests in bonds issued by corporations that pass the Catholic Scorecard and bonds issued by governments and their proxies.
The Epiphany Large Cap Core Fund combines the portfolio of Dana’s Large Cap Strategy with Trinity’s advocacy through proxy voting according to the Catholic Scorecard.