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New Covenant Funds (NCICX)
General Fund Information
200 East Twelfth Street Suite C Jeffersonville, IN 47130
(800) 858-6127www.newcovenantfunds.com
Category:Fixed Income Funds
Style:Intermediate
Assets: ($ millions)$314.3

Account min.:$500
Reinvest. min.:$100
IRA account min.: 
IRA reinvest min.: 
Type:Gov/Corp HiQual
Expenses:0.95%
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 Issues10/31/17
Shareholder activism:YES
Community investment:-
Environment:-
Human rights:X
Employment:-
Products and Services:-
Weapons:R
Animal testing:-
Nuclear power:-
Alcohol, tobacco & gambling:X/X/X
Other:

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 Performance10/31/17
Year to date: 2.50%
Year to date: 2.50%
1 Year: 0.81%
Annualized returns:
3 Year: 1.96%
5 Year: 1.53%
10 Year: 2.07%
Since inception: 3.56%
Inception date: 07/01/99
Bear Market: 2.50%
Bear Market Period:     —    
MPT Statistics10/31/17
Alpha 3YR:0.27
Alpha 5YR:0.07
Beta 3YR:0.66
Beta 5YR:0.69
R. Squared 3YR:94.98
R. Squared 5YR:95.87
Sharpe 3YR:0.87
Sharpe 5YR:0.66
Std. Dev. 3YR:1.99
Std. Dev. 5YR:1.99
Sectors Pie Chart 
No fund sectors available

 

 
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