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New Covenant Balanced Income NCBIX

Quantitative rating as of
  • NAV / 1-Day Return 20.52  /  0.79 %
  • Total Assets 86.5 Mil
  • Adj. Expense Ratio
    0.150%
  • Expense Ratio 0.960%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Limited
  • Status Open
  • TTM Yield 1.56%
  • Turnover 11%

Morningstar’s Analysis NCBIX

Will NCBIX outperform in future?

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

Summary

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A middling Parent Pillar rating and a subpar People Pillar limit New Covenant Balanced Income to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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