Investment Test Drive

NCBGX New Covenant Balanced Growth

No cheaper alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
No cheaper alternatives found
Fund NCBGX New Covenant Balanced Growth
Good for you!
FeeX did not find any alternative funds with lower fees and better past returns. You can change the returns filter above to search for more options.
Annual Fees
(1.06% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.25% annual return
Est. savings over 30 yrs
As of 12/31/16
1 YR RETURN 5.87%
3 YR 4.21%
5 YR 7.79%
10 YR 3.87%
The investment seeks to produce capital appreciation with less risk than would be present in a portfolio of only common stocks. The fund invests primarily in shares of the New Covenant Growth Fund (the "growth fund") and the New Covenant Income Fund (the "income fund"), with a majority of its assets generally invested in shares of the growth fund. Between 45% and 75% of the fund's net assets (with a "neutral" position of approximately 60% of the fund's net assets) are invested in shares of the growth fund, with the balance of its net assets invested in shares of the income fund or cash or cash equivalents.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


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

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


Your Feedback has been sent successfully!