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New Covenant Funds (NCBIX)
General Fund Information
200 East Twelfth Street Suite C Jeffersonville, IN 47130
Category:Balanced Funds
Style:Large Blend
Assets: ($ millions)$77.3

Account min.:$500
Reinvest. min.:$100
IRA account min.: 
IRA reinvest min.: 
Max. defer. load: 
Max. front load: 
Avg. P/E:9.97
Avg. P/B:2.20
Avg. YTM:9.09
Avg. Coupon Rate:5.49
Fund Description
This no-load Fundís objective is to produce current income and long-term growth of capital. Fund invests between 50% and 80% of the assets in shares of New Covenant Income Fund and the balance in shares of New Covenant Growth 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 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 
No fund sectors available
Fund Performance05/31/18
Year to date: 0.07%
Year to date: 0.07%
1 Year: 4.47%
Annualized returns:
3 Year: 3.54%
5 Year: 4.63%
10 Year: 3.75%
Since inception: 3.93%
Inception date: 07/01/99
Bear Market: -6.15%
Bear Market Period:     —    
MPT Statistics05/31/18
Alpha 3YR:-0.94
Alpha 5YR:-0.75
Beta 3YR:0.60
Beta 5YR:0.62
R. Squared 3YR:95.66
R. Squared 5YR:93.72
Sharpe 3YR:0.77
Sharpe 5YR:1.11
Std. Dev. 3YR:3.83
Std. Dev. 5YR:3.83
Sectors Pie Chart 
No fund sectors available


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