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NCBIX New Covenant Balanced Income

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Fund NCBIX New Covenant Balanced Income
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Annual Fees
(1.07% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.51% annual return
Est. savings over 30 yrs
As of 12/31/16
1 YR RETURN 4.32%
3 YR 3.35%
5 YR 5.27%
10 YR 3.15%
The investment seeks current income and long-term growth of capital. The fund invests primarily in shares of the New Covenant Growth Fund and New Covenant Income Fund, with a majority of its assets generally invested in shares of the New Covenant Income Fund. Between 50% and 75% of its net assets are invested in shares of the income fund, with the balance of its net assets invested in shares of the growth fund or cash or cash equivalents. The income fund may also invest up to 20% of its net assets in commercial paper and up to 40% of its net assets in fixed-income securities of foreign issuers in any country, including developed or emerging markets.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

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