Mutual Funds Center
New Covenant Income Fund (NCICX)
General Fund Information
New Covenant Funds
200 East Twelfth Street Suite C
Jeffersonville IN 47130
(800) 858-6127
Category:Fixed Income Funds
Assets: ($ millions)$318.9

Account min.:$500
Reinvest. min.:$100
IRA account min.: 
IRA reinvest min.: 
Type:Gov/Corp HiQual
Max. defer. load: 
Max. front load: 
Avg. P/E: 
Avg. P/B: 
Avg. YTM:9.09
Avg. Coupon Rate:0.00
Fund Description
This no-load Fundís objective is a high level of current income with preservation of capital. Under normal market conditions, at least 80% of the assets are invested in a diversified portfolio of bonds and other debt obligations of varying maturities. Developed by the Presbyterian Foundation, a portion of the asset management fee supports ongoing gift development and asset management services for the Presbyterian Church (U.S.A.)
Social Issues03/31/18
Shareholder activism:YES
Community investment:-
Human rights:X
Products and Services:-
Animal testing:-
Nuclear power:-
Alcohol, tobacco & gambling:X/X/X

P = Positive screen: fund seeks companies with a positive record or achievement.
R = Restricted investment: the fund has minimum criteria related to this issue.
X = Exclusionary screen: fund avoids companies involved with this issue.
"-" Fund does not screen for this criteria.
Fund Performance03/31/18
  Fund Return Percentile Rank *
Year to date: -1.14% 57
1 Year: 0.54% 71
Annualized returns:
3 Year: 1.03% 54
5 Year: 1.30% 53
10 Year: 2.06% 77
Since inception: 3.41% 59
Inception date: 07/01/99  
Bear Market: 2.50%  
Bear Market Period:     —      

* Percentile rank compares the performance of a fund to other funds with similar investing goals and styles. Funds with a percentile rank of 10 performed better than 90 percent of their peers. Funds with a percentile rank of 70 performed worse than 69 percent of their peers.
MPT Statistics03/31/18
Alpha 3YR:0.04
Alpha 5YR:-0.06
Beta 3YR:0.69
Beta 5YR:0.69
R. Squared 3YR:95.51
R. Squared 5YR:95.80
Sharpe 3YR:0.28
Sharpe 5YR:0.48
Std. Dev. 3YR:2.06
Std. Dev. 5YR:2.06
Sector Distribution 
No fund sectors available

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