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NCGFX New Covenant Growth

2 lower fee alternatives found

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Fund NCGFX New Covenant Growth PARNX Parnassus PARWX Parnassus Endeavor Investor  
100% 91% 88%
Annual Fees
(1.02% Exp. Ratio)
(0.84% Exp. Ratio)
(0.95% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$38,125.33 $40,261.10 $38,942.56
Est. savings over 30 yrs +$2,135.77 +$817.23
As of 12/31/16
1 YR RETURN 8.12%
3 YR 5.36%
5 YR 11.81%
10 YR 4.71%
1 YR RETURN 13.45%
3 YR 9.26%
5 YR 17.15%
10 YR 9.65%
1 YR RETURN 21.43%
3 YR 14.10%
5 YR 18.91%
10 YR 12.23%
The investment seeks long-term capital appreciation; dividend income, if any, will be incidental. The fund typically invests at least 80% of its net assets in a diversified portfolio of common stocks of companies that the fund's portfolio managers believe have long-term growth potential. It invests in common stocks and other equity securities. The fund invests primarily in securities of domestic companies, but may also, to a lesser extent, invest in securities of foreign companies. It generally invests in larger companies, although it may purchase securities of companies of any size, including small companies.
The investment seeks capital appreciation. The fund invests in undervalued stocks. It follows a "contrarian" strategy of seeking to invest in stocks that are currently out of favor with the financial community and are therefore deeply undervalued. The fund's investment adviser expects that if these undervalued companies are financially strong and have good prospects for the future, they will come back into favor and increase in market value. It is a "multi-cap" fund in that it can invest in companies of any size, from larger, well-established companies to smaller companies with market capitalizations below $1 billion.
The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in companies believed by the fund's investment adviser to provide good workplaces for their employees. Companies with good workplaces usually are able to recruit and retain better employees, and perform at a higher level than competitors in terms of innovation, productivity, customer loyalty and profitability. These companies must, in the adviser's opinion, be undervalued, but they must also have good prospects for long-term capital appreciation over the course of the expected holding period.

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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.

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.


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