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 a closer substitute for your current allocation.
Cheapest Alternatives to NCBIX
NCBIX charges 0.15% annually. There are 53 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 | NCBIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | NCBIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | NCBIX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | NCBIX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | NCBIX vs FYMIX |
Best Risk-Adjusted Alternatives to NCBIX
NCBIX has a PortfoliosLab risk / return rank of 62. There are 205 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 | NCBIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | NCBIX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | NCBIX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | NCBIX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | NCBIX vs AOBLX |
Top Performing NCBIX Alternatives (YTD)
NCBIX is at 3.70% YTD. There are 460 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 34.22%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 34.22% | — | Jan 1998 | NCBIX vs EKBAX | |
| MH Elite Small Cap Fund of Funds Fund | 22.41% | — | Aug 1998 | NCBIX vs MHELX | |
| Greenspring Fund | 21.71% | — | Jun 1983 | NCBIX vs GRSPX | |
| ICON Equity Income Fund | 17.00% | — | May 2004 | NCBIX vs IOEZX | |
| Disciplined Growth Investors Fund | 15.90% | — | Aug 2011 | NCBIX vs DGIFX |
Lowest Volatility Alternatives to NCBIX
NCBIX has 5.51% 1-year volatility. There are 72 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | NCBIX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | NCBIX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.84% | — | Apr 2012 | NCBIX vs SCLAX | |
| Ave Maria Bond Fund | 2.98% | — | Apr 2003 | NCBIX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | NCBIX vs CSTAX |
Lowest Drawdown Alternatives to NCBIX
NCBIX has a 1-year max drawdown of -4.05%. There are 57 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 | NCBIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | NCBIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | NCBIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | NCBIX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | NCBIX vs CSTAX |
Other Mutual Funds from New Covenant
The 3 most viewed New Covenant mutual funds shown here include NCICX, NCBGX, NCGFX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| New Covenant Income Fund | Short-Term Bond | 22 | 0.23% | — | Jul 1999 | NCBIX vs NCICX | |
| New Covenant Balanced Growth Fund | Diversified Portfolio | 61 | 6.25% | — | Jun 1999 | NCBIX vs NCBGX | |
| New Covenant Growth Fund | Large Cap Blend Equities | 56 | 10.31% | — | Jul 1999 | NCBIX vs NCGFX |
Often Compared With NCBIX
Investors most often compare NCBIX with FXAIX, AAAAX, TPDAX. These 16 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare NCBIX with Any Fund or Stock
Compare NCBIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NCBIX with funds that move differently
New Covenant Balanced Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NCBIX.
Explore NCBIX Diversifiers