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NCBGX New Covenant Balanced Growth

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Fund NCBGX New Covenant Balanced Growth
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Similarity
?
100%
Annual Fees
?
$110.62
(1.06% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.35% annual return
$26,089.61
Est. savings over 30 yrs
Return
As of 11/30/16
1 YR RETURN 3.48%
3 YR 4.34%
5 YR 7.71%
10 YR 3.86%
Description
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.

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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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Similarity

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".

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