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NCBGX New Covenant Balanced Growth

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Fund NCBGX New Covenant Balanced Growth PAXWX Pax Balanced Individual Investor  
100% 91%
Annual Fees
(1.18% Exp. Ratio)
(0.93% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.18% annual return
$23,960.11 $25,846.89
Est. savings over 30 yrs +$1,886.78
As of 9/30/16
1 YR RETURN 8.48%
3 YR 5.78%
5 YR 9.08%
10 YR 4.26%
1 YR RETURN 10.56%
3 YR 6.21%
5 YR 9.70%
10 YR 4.56%
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 assets invested in shares of the income fund.
The investment seeks income and conservation of principal; as a secondary investment objective, the Balanced Fund seeks long-term growth of capital. The fund follows a sustainable investing approach, combining rigorous financial analysis with equally rigorous environmental, social and governance (ESG) analysis in order to identify investments. The adviser normally expects to invest approximately 60-75% of its assets in equity securities and approximately 25-40% of its assets in debt securities, though this allocation may vary somewhat depending on market conditions.

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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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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.


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