New Enant Balanced Fund Quote
| NCBGX Fund | USD 133.75 0.68 0.51% |
PerformanceGood
| Odds Of DistressLow
|
New Covenant is trading at 133.75 as of the 26th of October 2025; that is 0.51 percent increase since the beginning of the trading day. The fund's open price was 133.07. New Covenant has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 26th of September 2025 and ending today, the 26th of October 2025. Click here to learn more.
The fund invests primarily in shares of the New Covenant Growth Fund and the New Covenant Income Fund , with a majority of its assets generally invested in shares of the growth fund. Between 45 percent and 75 percent of the funds net assets are invested in shares of the growth fund, with the balance of its net assets invested in shares of the income fund or cash or cash equivalents.. More on New Enant Balanced
Moving together with New Mutual Fund
New Mutual Fund Highlights
| Fund Concentration | New Covenant Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, New Covenant (View all Sectors) |
| Update Date | 30th of September 2025 |
| Expense Ratio Date | 31st of October 2022 |
| Fiscal Year End | June |
New Enant Balanced [NCBGX] is traded in USA and was established 26th of October 2025. New Covenant is listed under New Covenant category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of New Covenant family. This fund now has accumulated 335.84 M in assets with minimum initial investment of 500. New Enant Balanced is currently producing year-to-date (YTD) return of 6.13% with the current yeild of 0.01%, while the total return for the last 3 years was 11.16%.
Check New Covenant Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on New Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding New Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as New Enant Balanced Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top New Enant Balanced Mutual Fund Constituents
| NCGFX | New Enant Growth | Mutual Fund | Large Blend | |
| NCICX | New Enant Income | Mutual Fund | Intermediate Core-Plus Bond | |
| SEOXX | Sei Daily Income | Money Market Fund | US Money Market Fund |
New Enant Balanced Risk Profiles
| Mean Deviation | 0.3266 | |||
| Semi Deviation | 0.2445 | |||
| Standard Deviation | 0.432 | |||
| Variance | 0.1866 |
New Covenant Against Markets
Other Information on Investing in New Mutual Fund
New Covenant financial ratios help investors to determine whether New Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in New with respect to the benefits of owning New Covenant security.
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