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New Covenant Balanced Growth NCBGX Fund Analysis

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Morningstar’s Analysis NCBGX

Will NCBGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit New Covenant Balanced Growth to a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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