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New Covenant Growth NCGFX

Quantitative rating as of
  • NAV / 1-Day Return 52.72  /  1.09 %
  • Total Assets 515.9 Mil
  • Adj. Expense Ratio
    0.720%
  • Expense Ratio 0.970%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 500
  • Status Open
  • TTM Yield 0.81%
  • Turnover 5%

Morningstar’s Analysis NCGFX

Will NCGFX outperform in future?

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

Summary

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Despite New Covenant Growth’s middling Parent Pillar rating, strength in the Process Pillar helps this strategy retain its Morningstar Quantitative Rating of Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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