Epiphany Funds fuses faith and social responsibility into its mutual funds. We use both financial and moral factors in selecting our funds’ holdings to protect the dignity of human life, support and protect employees and their families, and to reasonably safeguard the environment. The FFV Scorecard® means faith and family values and helps us find companies that we believe can produce a sustainable product or service in a sustainable manner for years to come. Our screening is objective and follows the full mandate of the U.S. Conference of Catholic Bishops Socially Responsible Investment Guidelines.
The companies in your mutual fund portfolios should not be working against your values. Your investment dollars should not help companies engaged in business activities that are antithetical to life. The companies in your mutual fund portfolios (and you as an investor) should not be profiting from products and services that do harm. You should be proud of your investments. We are proud of ours.
We hope you’ll join us on our path. Follow the star!
For Advisor inquiries please call: (877) 334-1283
200 N. Mesquite Street, Suite 205
Arlington, TX 76011
Mutual Funds involve risk, including possible loss of principal. The Funds may invest in REITs. Investing in REITs involves certain unique risks in addition to those risks associated with investing in the real estate industry in general. ETF’s are subject to specific risks, depending on the nature of the underlying strategy of the fund. These risks could include liquidity risk, sector risk, as well as risks associated with fixed income securities, real estate investments, and commodities, to name a few. Stocks of mid-cap and small-cap companies are more risky than stocks of larger companies. The Adviser invests in equity securities only if they meet both the Fund’s investment and moral requirements, and as such, the return may be lower than if the Adviser made decisions based solely on investment considerations. The Portfolio’s investments in convertible securities subject the Portfolio to the risks associated with both fixed-income securities and common stocks. There is a risk that issuers and counterparties will not make payments on securities and other investments held by the Fund, resulting in losses to the Fund. Foreign investing involves risks not typically associated with U.S. investments. Countries with emerging markets may have relatively unstable governments, social and legal systems that do not protect shareholders. The Funds may invest in high yield securities, also known as “junk bonds.” High yield securities provide greater income and opportunity for gain, but entail greater risk of loss of principal.