NEW DIT INVESTMENT OPTION NOW AVAILABLE - DIOCESAN FOSSIL FUEL FREE FUND
 

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CELEBRATING 200 YEARS OF PRUDENT INVESTING
 

CURRENT PROFESSIONAL ASSOCIATIONS

 

Stock Fund Managers

 

              Targets     

         
    Dodge & Cox

San Francisco, CA

U.S. Large Cap Value 33.0%
         
    Westfield Capital Management

Boston, MA

U.S. Large Cap Growth 17.0%
         
    John W. Bristol & Company Boston, MA U.S. Large Cap Core 16.0%
         
 

  Silchester International

London

International Value                             20.0%
         
   The Vanguard Group

Malvern, PA

U.S. Small & Mid Cap   

 9.0%

         
   Hardman Johnston Global    Advisors

Stamford, CT

International Growth

2.0%

 
 

  Avantis Investors

Kansas City, MO

International Small Cap Value                              3.0%
 

Income Fund Managers

 

              Targets     

 

   Income Research & Mgmt.

Boston

Core Bond 45.0%
         
   Income Research & Mgmt.

Boston

Intermediate Core Bond  6.0%
         
   Loomis Sayles

Boston

Core Bond Plus 39.0%
         
   The Vanguard Group

Malvern, PA

High Yield Corporate  5.0%
         
   Brandywine Global

Philadelphia, PA

High Yield Corporate  5.0%
 
         
         
 

Diocesan Fossil Fuel Free Fund

 
         
 

Aperio Group

Sausalito, CA 85% Russell 3000/15% EAFE 100%
         
         

Performance Analyst and Consultant

         
   Prime, Buchholz & Associates

Portsmouth, NH

 
         
         

Custody Services

         
   People's United Bank

Andover, MA

   
         
         

Accounting Services

         
   Northeast Retirement Services

Woburn, MA

   
         
         

Auditor

         
   PKF O' Connor Davies, LLP

New York, NY

   
         
         

Proxy Services

         
  Institutional Shareholder Services

Rockville, MD