Mutual Funds Center
New Covenant Bal. Income (NCBIX)
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)$77.2

Account min.:$500
Reinvest. min.:$100
IRA account min.: 
IRA reinvest min.: 
Max. defer. load: 
Max. front load: 
Avg. P/E:9.75
Avg. P/B:2.14
Avg. YTM:9.09
Avg. Coupon Rate:5.49
Fund Description
This no-load Fundís objective is to produce current income and long-term growth of capital. Fund invests between 50% and 80% of the assets in shares of New Covenant Income Fund and the balance in shares of New Covenant Growth 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 Issues02/28/18
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 Performance02/28/18
  Fund Return Percentile Rank *
Year to date: -0.47% 69
1 Year: 5.64% 90
Annualized returns:
3 Year: 3.54% 85
5 Year: 4.87% 91
10 Year: 3.82% 96
Since inception: 3.95% 97
Inception date: 07/01/99  
Bear Market: -6.15%  
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 Statistics02/28/18
Alpha 3YR:-0.87
Alpha 5YR:-1.01
Beta 3YR:0.60
Beta 5YR:0.63
R. Squared 3YR:95.03
R. Squared 5YR:93.28
Sharpe 3YR:0.82
Sharpe 5YR:1.20
Std. Dev. 3YR:3.82
Std. Dev. 5YR:3.82
Sector Distribution 
No fund sectors available

Mutual Funds | Community Investing | News | Sustainability Reports | Corporate Research | Shareowner Actions | Financial Services | Conferences
Home | Login | Contact | Support This Site | Terms of Use | Privacy Statement | Reprints

© 1998-2018 SRI World Group, Inc. All Rights Reserved.

Created and maintained by
SRI World Group web development services
Do your own research Work with an advisor SRI News SRI Learning Center Home