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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
  • 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.



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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