NCGFX : New Covenant Growth Fund

NCGFX is a US Stocks Market Large Blend with MODERATE fees.

NCGFX

New Covenant Growth Fund

FI Score

45 /100

Expense Ratio Rating

5 /10

Expense Rating

2 /10

Market Score

4 /10

Category Score

10 /10

Market Size

4 /10

45% FI Score
  • ncgfx
  • Mutual Fund
  • US Stocks
  • Large Blend

New Covenant Growth Fund

Expenses: 0.85% (Better than 1% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

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. It 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.

Largest Holdings

Amount Holding
4.46% Microsoft Corp
4.13% Apple Inc
3.25% E-mini S&P 500 Future June 20
3.02% Amazon.com Inc
1.45% Facebook Inc A
1.32% Johnson & Johnson
1.30% Berkshire Hathaway Inc Class B
1.30% Alphabet Inc Class C
1.29% Alphabet Inc A
1.20% Visa Inc Class A
1.18% JPMorgan Chase & Co
1.07% UnitedHealth Group Inc
0.99% Procter & Gamble Co
0.93% AT&T Inc
0.91% Intel Corp
0.88% Merck & Co Inc
0.87% PepsiCo Inc
0.84% Verizon Communications Inc
0.79% The Home Depot Inc
0.79% Mastercard Inc A
0.78% Adobe Inc
0.72% Coca-Cola Co
0.71% Pfizer Inc
0.69% Abbott Laboratories
0.68% Cisco Systems Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo