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New Covenant Funds (NCGFX)
General Fund Information
200 East Twelfth Street Suite C Jeffersonville, IN 47130
Category:Domestic Equity Funds
Assets: ($ millions)$427.9

Account min.:$500
Reinvest. min.:$100
IRA account min.: 
IRA reinvest min.: 
Max. defer. load: 
Max. front load: 
Avg. P/E:28.25
Avg. P/B:6.23
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 Issues05/31/18
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 Performance05/31/18
Year to date: 2.04%
Year to date: 2.04%
1 Year: 14.66%
Annualized returns:
3 Year: 8.18%
5 Year: 10.80%
10 Year: 6.85%
Since inception: 4.58%
Inception date: 07/01/99
Bear Market: -18.96%
Bear Market Period:     —    
MPT Statistics05/31/18
Alpha 3YR:4.24
Alpha 5YR:5.63
Beta 3YR:0.76
Beta 5YR:0.75
R. Squared 3YR:76.07
R. Squared 5YR:71.91
Sharpe 3YR:0.71
Sharpe 5YR:0.99
Std. Dev. 3YR:10.46
Std. Dev. 5YR:10.46
Sectors Pie Chart 
Sector Distribution Chart


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