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 296 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 Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | NCGFX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | NCGFX vs VFFSX | |
| 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 | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | NCGFX vs SSSYX |
Best Risk-Adjusted Alternatives to NCGFX
NCGFX has a PortfoliosLab risk / return rank of 58. There are 198 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | NCGFX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 92.00B | Nov 2001 | NCGFX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 93 | — | Nov 2004 | NCGFX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | NCGFX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | NCGFX vs IGIAX |
Top Performing NCGFX Alternatives (YTD)
NCGFX is at 10.10% YTD. There are 159 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 32.08%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 32.08% | 17.20B | Dec 2004 | NCGFX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 28.16% | 92.00B | Nov 2001 | NCGFX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.37% | — | Jan 1995 | NCGFX vs IGIAX | |
| Archer Multi Cap Fund | 25.38% | — | Dec 2019 | NCGFX vs ALSMX | |
| PrimeCap Odyssey Stock Fund | 25.29% | — | Nov 2004 | NCGFX vs POSKX |
Lowest Volatility Alternatives to NCGFX
NCGFX has 12.89% 1-year volatility. There are 255 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | NCGFX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | NCGFX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.37% | — | Jul 2012 | NCGFX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.38% | — | Jul 2012 | NCGFX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.56% | — | May 2015 | NCGFX vs FSUVX |
Lowest Drawdown Alternatives to NCGFX
NCGFX has a 1-year max drawdown of -9.31%. There are 215 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | NCGFX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | NCGFX vs ORDNX | |
| 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 |
Other Mutual Funds from New Covenant
The 3 most viewed New Covenant mutual funds shown here include NCICX, NCBGX, NCBIX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| New Covenant Income Fund | Short-Term Bond | 23 | -0.01% | — | Jul 1999 | NCGFX vs NCICX | |
| New Covenant Balanced Growth Fund | Diversified Portfolio | 63 | 6.12% | — | Jun 1999 | NCGFX vs NCBGX | |
| New Covenant Balanced Income Fund | Diversified Portfolio | 64 | 3.62% | — | Jun 1999 | NCGFX vs NCBIX |
Often Compared With NCGFX
Investors most often compare NCGFX with FEQHX, AFNIX, FGLGX. These 20 comparison targets span 3 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