New Covenant Growth Fund (NCGFX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NCGFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NCGFX
NCGFX charges 0.97% annually. There are 287 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | NCGFX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | NCGFX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | NCGFX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | NCGFX vs FLCPX | |
| CIT: BlackRock Equity Index Fund Class 1 | 0.02% | — | Jul 2017 | NCGFX vs WBREOX |
Best Risk-Adjusted Alternatives to NCGFX
NCGFX has a PortfoliosLab risk / return rank of 47. There are 231 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 97 | — | Mar 2021 | NCGFX vs SVPFX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 92 | — | Dec 2018 | NCGFX vs FTZIX | |
| Vanguard PRIMECAP Core Fund | 92 | 18.10B | Dec 2004 | NCGFX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | NCGFX vs GTLOX | |
| Pin Oak Equity | 90 | — | Aug 1992 | NCGFX vs POGSX |
Top Performing NCGFX Alternatives (YTD)
NCGFX is at 9.17% YTD. There are 197 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 24.47% | 18.10B | Dec 2004 | NCGFX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 24.27% | — | Dec 2018 | NCGFX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 22.85% | — | Nov 2004 | NCGFX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 22.24% | — | Dec 2015 | NCGFX vs RESGX | |
| Integrity ESG Growth & Income Fund | 21.87% | — | Jan 1995 | NCGFX vs IGIAX |
Lowest Volatility Alternatives to NCGFX
NCGFX has 13.21% 1-year volatility. There are 241 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | NCGFX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.21% | — | Jul 2012 | NCGFX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.23% | — | Jul 2012 | NCGFX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.85% | — | Aug 2018 | NCGFX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.33% | — | Feb 2012 | NCGFX vs SILVX |
Lowest Drawdown Alternatives to NCGFX
NCGFX has a 1-year max drawdown of -9.31%. There are 211 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | NCGFX vs SVPFX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | NCGFX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | NCGFX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | NCGFX vs QUERX | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | NCGFX vs AMFEX |
Other Mutual Funds from New Covenant
The 3 most viewed New Covenant mutual funds shown here include NCBIX, NCBGX, NCICX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| New Covenant Balanced Income Fund | Diversified Portfolio | 54 | 3.05% | — | Jun 1999 | NCGFX vs NCBIX | |
| New Covenant Balanced Growth Fund | Diversified Portfolio | 52 | 5.39% | — | Jun 1999 | NCGFX vs NCBGX | |
| New Covenant Income Fund | Short-Term Bond | 24 | -0.48% | — | Jul 1999 | NCGFX vs NCICX |
Often Compared With NCGFX
Investors most often compare NCGFX with FEQHX, VPMAX, ALSMX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare NCGFX with Any Fund or Stock
Compare NCGFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NCGFX with funds that move differently
New Covenant Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NCGFX.
Explore NCGFX Diversifiers