New Covenant Balanced Growth Fd (NCBGX) Research
The fund strives to achieve long-term capital growth with a more conservative risk profile than a portfolio comprised solely of stocks. It primarily invests in units of two affiliated strategies: the New Covenant Growth Fund (designated as the "growth fund") and the New Covenant Income Fund (referred to as the "income fund"). A significant portion of its total assets is typically dedicated to the growth fund. Specifically, the allocation to the growth fund will range from 45% to 75% of its net assets, with an approximate target balance of 60%. The remainder of its net assets will be invested in units of the income fund or held in readily convertible assets such as cash.
Market snapshot
- Symbol
- NCBGX
- Price
- $131.89
- Day change
- +0.77%
- Market cap
- $12.4B
- 52-week range
- 119.46-135.29
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Century Investments One Choice Portfolio: Very Aggressive Investor Class (AOVIX)
- American Century Ginnie Mae Investor Class (BGNMX)
- Cambiar Opportunity Portfolio (CAMOX)
- Eventide Balanced Fund Class A (ETAMX)
- Hennessy Cornerstone Value Fd Inv Cl (HFCVX)
- Lazard Emerging Markets Equity Advantage Portfolio Open Shares (LEAOX)
- MSIF Inception Portfolio Class I (MSSGX)
- MSIF Inception Portfolio Class A (MSSMX)
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