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Morningstar

New Covenant Balanced Growth NCBGX

Morningstar Analyst Rating
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%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis NCBGX

Will NCBGX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NCBGX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the NCBGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of NCBGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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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