Back to homepageInstitutional ReportsSRI Financial Professionals DirectoryToolsNewsSRI Performance and TrendsAbout Us   
Mutual Fund Center

New Covenant Funds (NCGFX)
General Fund Information
200 East Twelfth Street Suite C Jeffersonville, IN 47130
Category:Domestic Equity Funds
Assets: ($ millions)$443.1

Account min.:$500
Reinvest. min.:$100
IRA account min.: 
IRA reinvest min.: 
Max. defer. load: 
Max. front load: 
Avg. P/E:28.26
Avg. P/B:6.07
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
This no-load Fundís objective is long-term capital appreciation. Under normal market conditions, at least 80% of the Fundís assets are invested in a diversified portfolio of common stocks of companies that the Fundís portfolio managers believe have long-term growth potential. Developed by the Presbyterian Foundation, a portion of the asset management fee supports ongoing gift development and asset management services for the Presbyterian Church (U.S.A.)
Social Issues02/28/18
Shareholder activism:YES
Community investment:-
Human rights:X
Products and Services:-
Animal testing:-
Nuclear power:-
Alcohol, tobacco & gambling:X/X/X
Actively supports responsible practices involving the environment, social and racial equality and community development through shareholder advocacy.

P =Positive screen: seeks companies with positive record
X =Exclusionary screen: avoids companies with poor record
"-"sign in the Alcohol, Tobacco, and Gambling column indicates no screen for this specific criteria
Sector Distribution 
Basic Industries3.35% 
Cap. Goods & Tech.13.18% 
Consumer Cyclicals6.85% 
Consumer Non-Cyclicals19.38% 
Non - US7.86% 
Fund Performance02/28/18
Year to date: 1.33%
Year to date: 1.33%
1 Year: 16.69%
Annualized returns:
3 Year: 8.26%
5 Year: 11.98%
10 Year: 7.40%
Since inception: 4.61%
Inception date: 07/01/99
Bear Market: -18.96%
Bear Market Period:     —    
MPT Statistics02/28/18
Alpha 3YR:3.38
Alpha 5YR:6.11
Beta 3YR:0.76
Beta 5YR:0.73
R. Squared 3YR:77.95
R. Squared 5YR:69.97
Sharpe 3YR:0.74
Sharpe 5YR:1.12
Std. Dev. 3YR:10.40
Std. Dev. 5YR:10.40
Sectors Pie Chart 
Sector Distribution Chart


| Reports | SRI Financial Professionals Directory | Tools | News | SRI Performance and Trends | About Us | Contact
© SRI World Group, Inc. - All rights reserved
Terms of use - Privacy Policy - OneReportTM Network