New Covenant Balanced Growth Fund (NCBGX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NCBGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NCBGX
NCBGX charges 0.13% annually. There are 40 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | NCBGX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | NCBGX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | NCBGX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | NCBGX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | NCBGX vs BWBIX |
Best Risk-Adjusted Alternatives to NCBGX
NCBGX has a PortfoliosLab risk / return rank of 70. There are 201 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | NCBGX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | NCBGX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | NCBGX vs NWQIX | |
| Fidelity Strategic Real Return Fund Class K6 | 97 | — | Sep 2005 | NCBGX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 96 | — | Oct 2018 | NCBGX vs FIQDX |
Top Performing NCBGX Alternatives (YTD)
NCBGX is at 6.69% YTD. There are 274 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 32.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 32.52% | — | Jan 1998 | NCBGX vs EKBAX | |
| Greenspring Fund | 20.11% | — | Jun 1983 | NCBGX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 17.53% | — | Aug 1998 | NCBGX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.20% | — | Dec 2002 | NCBGX vs TIBIX | |
| Standpoint Multi-Asset Fund Institutional | 16.97% | — | Dec 2019 | NCBGX vs BLNDX |
Lowest Volatility Alternatives to NCBGX
NCBGX has 7.83% 1-year volatility. There are 226 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | NCBGX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | — | Apr 2012 | NCBGX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | NCBGX vs SICIX | |
| Ave Maria Bond Fund | 2.93% | — | Apr 2003 | NCBGX vs AVEFX | |
| American Funds College 2027 Fund | 3.04% | — | Sep 2012 | NCBGX vs CSTAX |
Lowest Drawdown Alternatives to NCBGX
NCBGX has a 1-year max drawdown of -5.81%. There are 208 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | NCBGX vs STDAX | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | NCBGX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | NCBGX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | NCBGX vs FCSRX | |
| Fidelity Strategic Real Return Fund | -2.05% | — | Sep 2005 | NCBGX vs FSRRX |
Other Mutual Funds from New Covenant
The 3 most viewed New Covenant mutual funds shown here include NCICX, NCBIX, NCGFX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| New Covenant Income Fund | Short-Term Bond | 25 | 0.18% | — | Jul 1999 | NCBGX vs NCICX | |
| New Covenant Balanced Income Fund | Diversified Portfolio | 72 | 3.97% | — | Jun 1999 | NCBGX vs NCBIX | |
| New Covenant Growth Fund | Large Cap Blend Equities | 64 | 11.07% | — | Jul 1999 | NCBGX vs NCGFX |
Often Compared With NCBGX
Investors most often compare NCBGX with PUDZX, SIFAX, IOEZX. These 8 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PGIM Real Assets Fund | Diversified Portfolio | 90 | 12.42% | — | Dec 2010 | NCBGX vs PUDZX | |
| SEI Institutional Managed Trust Multi-Asset Inflat... | Diversified Portfolio | 76 | 7.95% | — | Apr 2012 | NCBGX vs SIFAX | |
| ICON Equity Income Fund | Diversified Portfolio | 66 | 12.81% | — | May 2004 | NCBGX vs IOEZX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 61 | 10.43% | — | Nov 2009 | NCBGX vs TPDAX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 96 | 8.40% | — | Sep 2005 | NCBGX vs FSIRX | |
| Quantified Managed Income Fund | Diversified Portfolio | 6 | 0.13% | — | Aug 2013 | NCBGX vs QBDSX | |
| DFA Global Allocation 25/75 Portfolio | Diversified Portfolio | 89 | 4.16% | — | Dec 2003 | NCBGX vs DGTSX | |
| Sound Mind Investing Fund | Diversified Portfolio | 41 | 16.25% | — | Dec 2005 | NCBGX vs SMIFX |
Compare NCBGX with Any Fund or Stock
Compare NCBGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NCBGX with funds that move differently
New Covenant Balanced Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NCBGX.
Explore NCBGX Diversifiers