Morningstar

New Covenant Balanced Growth Fund NCBGX

Medalist Rating as of Aug 31, 2026 See New Covenant Investment Hub

Strategy

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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
NCBGX	New Covenant Balanced Growth Fund	No Load	Open			Jul 1, 1999	$362.32M	0.850%	Average	$500	−$31.28M

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