In the news release, "The Epiphany Faith & Family Values 100 Fund Celebrates Its Third Anniversary With a 4-Star Morningstar Rating," issued Thursday, February 4, 2010, by Trinity, we are advised by the company that the first sentence of the first paragraph should read "Trinity Fiduciary Partners, LLC, investment advisor to the Epiphany Funds, announced today the three year anniversary of the Epiphany Faith & Family Values 100 Fund with a 4-Star Morningstar Rating Overall and for Three Years as of January 31, 2010 for the no-load class N share." rather than "Trinity Fiduciary Partners, LLC, investment advisor to the Epiphany Funds, the only Catholic mutual fund that has an advisor share class, announced today the three year anniversary of the Epiphany Faith & Family Values 100 Fund with a 4-Star Morningstar Rating Overall and for Three Years as of January 31, 2010." as originally issued. Additional information regarding the N share has been added to the fourth paragraph. Also, please be advised that the email address in the fifth paragraph should read "firstname.lastname@example.org (mailto:email@example.com) " rather than "firstname.lastname@example.org (mailto:email@example.com) " as stated in the original text. Complete corrected text follows.
The Epiphany Faith & Family Values 100 Fund Celebrates Its Third Anniversary With a 4-Star Morningstar Rating
Catholic Mutual Fund Has Its Own Proprietary Catholic Scorecard Screening In-House for All Fund Holdings
FORT WORTH, TX -- February 4, 2010 -- Trinity Fiduciary Partners, LLC, investment advisor to the Epiphany Funds, announced today the three year anniversary of the Epiphany Faith & Family Values 100 Fund with a 4-Star Morningstar Rating Overall and for Three Years as of January 31, 2010 for the no-load class N share.
Investments in the Epiphany Funds are evaluated according to the Catholic Scorecard, a proprietary screening methodology that is objective, defined, and prudent. It is based on the moral and social justice teachings of the Catholic Church and supported by the Trinity Advisory Board. 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.
"We are thrilled that our Catholic mutual fund has reached its three year anniversary and that the performance has lived up to the expectations of our investors," said Sam Saladino, CEO of Trinity. "We truly feel that our fund offers Catholic and other faith-based investors a way to invest in accordance with their values, without sacrificing performance."
The Epiphany Faith & Family Values 100 Fund is a core stock fund that employs a disciplined, equal weighted approach to invest in large companies listed on the U.S. stock market that pass the Catholic Scorecard. In addition to the class N share, Epiphany is the only Catholic mutual fund to offer advisor share classes.
To learn more about the Epiphany Fund you can email questions to firstname.lastname@example.org (mailto:email@example.com) or call 1-800-320-2185. The Fund is available through brokerage accounts and advisors. There is no assurance that the fund will meet its investment objective. Please consider the investment objectives, risks, charges and expenses of the Fund carefully before investing or sending money. This and other important information about the Epiphany Fund can be found in the Fund's prospectus which can be found at http://www.epiphanyfund.com (http://www.epiphanyfund.com) . Please read the prospectus carefully before investing.
Matrix Capital Group, Inc., New York, NY distributes the Epiphany Funds.
About Morningstar Ratings
For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund's monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics. As of January 31, 2010, The Epiphany Faith & Values Fund received the following star rating among US-domiciled large-cap blend funds for the following time period: 4 stars (among 1772 funds) for the three-year period. Past performance is no guarantee of future results.
The Morningstar Risk Rating is an annualized measure of a fund's downside volatility over a three-, five-, or ten-year period. This is a component of the Morningstar Risk-Adjusted Return. Morningstar Risk Rating is derived directly from Morningstar Risk. In each Morningstar Category, the top 10% of investments earn a High rating, the next 22.5% Above Average, the middle 35% Average, the next 22.5% Below Average, and the bottom 10% Low. Investments with less than three years of performance history are not rated. The Morningstar's Return rating figures a fund's performance relative to its class based on total returns.
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