Morningstar

New Covenant Growth Fund NCGFX

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

Strategy

The investment seeks long-term capital appreciation. Under normal market conditions, the fund will invest primarily in a diversified portfolio of equity securities that are components of an index that represents broad exposure to the U.S. equity market. The Advisor seeks to avoid investing in companies involved in tobacco, alcohol and gambling, along with for-profit prisons, and some companies related to weapons production, antipersonnel and mines, handguns and assault weapons. In addition, at times a company involved in serious human rights violations may also be screened.

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
NCGFX	New Covenant Growth Fund	No Load	Open			Jul 1, 1999	$557.23M	0.720%	Average	$500	−$31.79M

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