New Covenant Balanced Income Fund (NCBIX) Alternatives
New Covenant Balanced Income Fund (NCBIX) 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 NCBIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to NCBIX
NCBIX charges 0.15% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among NCBIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | NCBIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | NCBIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | NCBIX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | NCBIX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | NCBIX vs BWBIX |
Best Risk-Adjusted Alternatives to NCBIX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | NCBIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | NCBIX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | NCBIX vs BERIX | |
| Nuveen Flexible Income Fund | 96 | Dec 8, 2009 | NCBIX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | NCBIX vs PMAIX |
Top Performing NCBIX Alternatives (YTD)
NCBIX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| PGIM Real Assets Fund | 10.18% | Dec 29, 2010 | NCBIX vs PUDZX | |
| Thornburg Investment Income Builder Fund Class I | 9.82% | Dec 24, 2002 | NCBIX vs TIBIX | |
| DWS RREEF Real Assets Fund - Class A | 9.77% | Jul 30, 2007 | NCBIX vs AAAAX | |
| ICON Equity Income Fund | 9.60% | May 9, 2004 | NCBIX vs IOEZX | |
| Timothy Plan Defensive Strategies Fund | 9.31% | Nov 3, 2009 | NCBIX vs TPDAX |
Lowest Volatility Alternatives to NCBIX
NCBIX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | NCBIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.66% | Apr 8, 2012 | NCBIX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | NCBIX vs AVEFX | |
| American Funds College 2027 Fund | 3.50% | Sep 13, 2012 | NCBIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.68% | Nov 16, 2003 | NCBIX vs SICIX |
Lowest Drawdown Alternatives to NCBIX
NCBIX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | NCBIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | NCBIX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | NCBIX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | NCBIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | NCBIX vs SICIX |
Other Mutual Funds from New Covenant
Most popular New Covenant mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| New Covenant Balanced Growth Fund | Diversified Portfolio | 56 | -2.70% | Jun 30, 1999 | NCBIX vs NCBGX | |
| New Covenant Income Fund | Short-Term Bond | 56 | -0.23% | Jul 1, 1999 | NCBIX vs NCICX | |
| New Covenant Growth Fund | Large Cap Blend Equities | 43 | -4.49% | Jul 1, 1999 | NCBIX vs NCGFX |
Often Compared With NCBIX
What investors most often compare with NCBIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 60 | -4.34% | Feb 17, 1988 | NCBIX vs FXAIX |
Compare NCBIX with Any Fund or Stock
Compare NCBIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.