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New Covenant Balanced Growth NCBGX

Quantitative rating as of
  • NAV / 1-Day Return 105.38  /  0.21 %
  • Total Assets 331.5 Mil
  • Adj. Expense Ratio
    0.130%
  • Expense Ratio 0.940%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Limited
  • Status Open
  • TTM Yield 1.11%
  • Turnover 14%

Morningstar’s Analysis NCBGX

Will NCBGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A middling Parent Pillar rating and a subpar People Pillar limit New Covenant Balanced Growth to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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