
New Covenant Balanced Growth Fd (NCBGX)
NCBGX Price Chart
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NCBGX Fund Profile
Key details and information about New Covenant Balanced Growth Fd (NCBGX).
Sector Focus
Financial Services
Industry
Asset Management
Inception Date
30 Jun 1999
Country
US
Description
The fund strives to achieve long-term capital growth with a more conservative risk profile than a portfolio comprised solely of stocks. It primarily invests in units of two affiliated strategies: the New Covenant Growth Fund (designated as the "growth fund") and the New Covenant Income Fund (referred to as the "income fund"). A significant portion of its total assets is typically dedicated to the growth fund. Specifically, the allocation to the growth fund will range from 45% to 75% of its net assets, with an approximate target balance of 60%. The remainder of its net assets will be invested in units of the income fund or held in readily convertible assets such as cash.
NCBGX Fund Performance
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