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

New Covenant Funds (NCICX)
General Fund Information
200 East Twelfth Street Suite C Jeffersonville, IN 47130
Category:Fixed Income Funds
Assets: ($ millions)$314.9

Account min.:$500
Reinvest. min.:$100
IRA account min.: 
IRA reinvest min.: 
Type:Gov/Corp HiQual
Max. defer. load: 
Max. front load: 
Avg. P/E: 
Avg. P/B: 
Avg. YTM:9.09
Avg. Coupon Rate:0.00
Fund Description
This no-load Fundís objective is a high level of current income with preservation of capital. Under normal market conditions, at least 80% of the assets are invested in a diversified portfolio of bonds and other debt obligations of varying maturities. 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

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 
No fund sectors available
Fund Performance02/28/18
Year to date: -1.54%
Year to date: -1.54%
1 Year: 0.13%
Annualized returns:
3 Year: 1.04%
5 Year: 1.22%
10 Year: 1.85%
Since inception: 3.41%
Inception date: 07/01/99
Bear Market: 2.50%
Bear Market Period:     —    
MPT Statistics02/28/18
Alpha 3YR:0.11
Alpha 5YR:-0.05
Beta 3YR:0.70
Beta 5YR:0.69
R. Squared 3YR:95.53
R. Squared 5YR:95.82
Sharpe 3YR:0.31
Sharpe 5YR:0.45
Std. Dev. 3YR:2.06
Std. Dev. 5YR:2.06
Sectors Pie Chart 
No fund sectors available


| 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