Mutual Funds Center
New Covenant Bal. Growth (NCBGX)
General Fund Information
New Covenant Funds
200 East Twelfth Street Suite C
Jeffersonville IN 47130
(800) 858-6127
Category:Balanced Funds
Style:Large Blend
Assets: ($ millions)$294.5

Account min.:$500
Reinvest. min.:$100
IRA account min.: 
IRA reinvest min.: 
Max. defer. load: 
Max. front load: 
Avg. P/E:16.93
Avg. P/B:3.71
Avg. YTM:5.50
Avg. Coupon Rate:5.68
Fund Description
This no-load Fundís objective is to produce capital appreciation with less risk than would be present in a portfolio of only common stocks. Fund invests between 45% and 75% of the assets in shares of New Covenant Growth Fund and the balance in shares of New Covenant Income Fund. 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 Issues12/31/17
Shareholder activism:YES
Community investment:-
Human rights:X
Products and Services:-
Animal testing:-
Nuclear power:-
Alcohol, tobacco & gambling:X/X/X
Other:Actively supports responsible practices involving the environment, social and racial equality and community development through shareholder advocacy.

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 Performance12/31/17
  Fund Return Percentile Rank *
Year to date: 13.47% 51
1 Year: 13.47% 51
Annualized returns:
3 Year: 6.03% 40
5 Year: 8.11% 25
10 Year: 4.62% 68
Since inception: 4.37% 85
Inception date: 07/01/99  
Bear Market: -11.39%  
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 Statistics12/31/17
Alpha 3YR:-0.59
Alpha 5YR:0.33
Beta 3YR:0.96
Beta 5YR:0.94
R. Squared 3YR:91.85
R. Squared 5YR:90.34
Sharpe 3YR:0.91
Sharpe 5YR:1.31
Std. Dev. 3YR:5.97
Std. Dev. 5YR:5.97
Sector Distribution 
No fund sectors available

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