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

New Covenant Funds (NCBGX)
General Fund Information
200 East Twelfth Street Suite C Jeffersonville, IN 47130
Category:Balanced Funds
Style:Large Blend
Assets: ($ millions)$294.9

Account min.:$500
Reinvest. min.:$100
IRA account min.: 
IRA reinvest min.: 
Max. defer. load: 
Max. front load: 
Avg. P/E:16.93
Avg. P/B:3.71
Avg. YTM:5.50
Avg. Coupon Rate:5.68
Fund Description
This no-load Fundís objective is to produce capital appreciation with less risk than would be present in a portfolio of only common stocks. Fund invests between 45% and 75% of the assets in shares of New Covenant Growth Fund and the balance in shares of New Covenant Income Fund. 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 
No fund sectors available
Fund Performance02/28/18
Year to date: 0.26%
Year to date: 0.26%
1 Year: 9.80%
Annualized returns:
3 Year: 5.38%
5 Year: 7.61%
10 Year: 5.28%
Since inception: 4.34%
Inception date: 07/01/99
Bear Market: -11.39%
Bear Market Period:     —    
MPT Statistics02/28/18
Alpha 3YR:-0.15
Alpha 5YR:0.41
Beta 3YR:0.95
Beta 5YR:0.95
R. Squared 3YR:94.23
R. Squared 5YR:91.00
Sharpe 3YR:0.79
Sharpe 5YR:1.17
Std. Dev. 3YR:6.22
Std. Dev. 5YR:6.22
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