New Covenant Mutual Funds List
Here you can find all mutual funds issued by New Covenant and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 4
- Avg. Expense Ratio
- 0.55%
- Avg. 1 Year Return
- 16.13%
- Avg. 5 Year Return
- 5.78%
- Median Risk/Return Score
- 67 / 100
New Covenant Mutual Funds List
4 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| New Covenant Balanced Growth Fund | Diversified Portfolio | Jun 30, 1999 | 0.13% | 6.69% | 8.93% | 8.43% | 70 | ||||||||
| New Covenant Balanced Income Fund | Diversified Portfolio | Jun 30, 1999 | 0.15% | 3.97% | 5.81% | 5.92% | 72 | ||||||||
| New Covenant Growth Fund | Large Cap Blend Equities | Jul 1, 1999 | 0.97% | 11.07% | 13.80% | 8.70% | 64 | ||||||||
| New Covenant Income Fund | Short-Term Bond | Jul 1, 1999 | 0.96% | 0.18% | 1.45% | 3.27% | 25 |
Explore top New Covenant Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best New Covenant Mutual funds by Risk/Return Score
The top New Covenant Mutual funds by PortfoliosLab Risk/Return Score are NCBIX (72) and NCBGX (70).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| New Covenant Balanced Income Fund | 72 | — | Jun 1999 | |
| New Covenant Balanced Growth Fund | 70 | — | Jun 1999 | |
| New Covenant Growth Fund | 64 | — | Jul 1999 | |
| New Covenant Income Fund | 25 | — | Jul 1999 |
Best-Performing New Covenant Mutual funds Over 5 Years
The top New Covenant Mutual funds is NCGFX (11.18%).
Across the lineup, New Covenant Mutual funds show an average 1-year return of 16.13% and an average 5-year return of 5.78%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| New Covenant Growth Fund | 11.18% | — | Jul 1999 | |
| New Covenant Balanced Growth Fund | 7.38% | — | Jun 1999 | |
| New Covenant Balanced Income Fund | 4.36% | — | Jun 1999 | |
| New Covenant Income Fund | 0.21% | — | Jul 1999 |
Lowest-Cost New Covenant Mutual funds
The top New Covenant Mutual funds is NCBGX (0.13%).
With an average expense ratio of 0.55%, New Covenant Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| New Covenant Balanced Growth Fund | 0.13% | — | Jun 1999 | |
| New Covenant Balanced Income Fund | 0.15% | — | Jun 1999 | |
| New Covenant Income Fund | 0.96% | — | Jul 1999 | |
| New Covenant Growth Fund | 0.97% | — | Jul 1999 |
Highest-Yield New Covenant Mutual funds
The top New Covenant Mutual funds is NCGFX (8.70%).
Across the lineup, New Covenant Mutual funds show an average dividend yield of 6.58%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| New Covenant Growth Fund | 8.70% | — | Jul 1999 | |
| New Covenant Balanced Growth Fund | 8.43% | — | Jun 1999 | |
| New Covenant Balanced Income Fund | 5.92% | — | Jun 1999 | |
| New Covenant Income Fund | 3.27% | — | Jul 1999 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
NCICX vs. DHEAXNCICX vs. STBFXNCICX vs. DBLSXNCICX vs. GPARXNCICX vs. DFEQXNCBGX vs. FCSRXNCBGX vs. AVEFXNCBGX vs. EKBAXNCBGX vs. BWBIXNCBGX vs. CSTAXNCBIX vs. FXAIXNCBIX vs. CSTAXNCBIX vs. BWBIXNCBIX vs. AAAAXNCBIX vs. AVEFXNCGFX vs. VPMAXNCGFX vs. FEQHXNCGFX vs. ALSMXNCGFX vs. AFNIXNCGFX vs. FGLGX