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 44 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 | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | NCBGX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | NCBGX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | NCBGX vs VTMFX |
Best Risk-Adjusted Alternatives to NCBGX
NCBGX has a PortfoliosLab risk / return rank of 63. There are 239 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 | 97 | — | Dec 2002 | NCBGX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | NCBGX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | NCBGX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | NCBGX vs AOBLX |
Top Performing NCBGX Alternatives (YTD)
NCBGX is at 6.74% YTD. There are 268 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 33.16% | — | Jan 1998 | NCBGX vs EKBAX | |
| Greenspring Fund | 20.03% | — | Jun 1983 | NCBGX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.67% | — | Aug 1998 | NCBGX vs MHELX | |
| ICON Equity Income Fund | 17.57% | — | May 2004 | NCBGX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.15% | — | Dec 2002 | NCBGX vs TIBIX |
Lowest Volatility Alternatives to NCBGX
NCBGX has 8.24% 1-year volatility. There are 232 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 Asset Allocation Trust Conservative Strategy F... | 2.83% | — | Nov 2003 | NCBGX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.86% | — | Apr 2012 | NCBGX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | NCBGX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | NCBGX vs CSTAX |
Lowest Drawdown Alternatives to NCBGX
NCBGX has a 1-year max drawdown of -5.81%. There are 205 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 | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | NCBGX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | NCBGX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | NCBGX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | NCBGX vs CSTAX |
Other Mutual Funds from New Covenant
The 3 most viewed New Covenant mutual funds shown here include NCBIX, NCICX, NCGFX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| New Covenant Balanced Income Fund | Diversified Portfolio | 63 | 3.88% | — | Jun 1999 | NCBGX vs NCBIX | |
| New Covenant Income Fund | Short-Term Bond | 23 | -0.11% | — | Jul 1999 | NCBGX vs NCICX | |
| New Covenant Growth Fund | Large Cap Blend Equities | 57 | 11.32% | — | Jul 1999 | NCBGX vs NCGFX |
Often Compared With NCBGX
Investors most often compare NCBGX with FCSRX, BWBIX, FIQDX. These 14 comparison targets span 1 categories, based on PortfoliosLab usage data.
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