New Covenant Balanced Growth Fd

$130.47+0.94%(+$1.22)
TickerSpark Score
55/100
Mixed
40
Valuation
80
Profitability
10
Growth
65
Health
80
Momentum

Built from real-time financials and updated daily. For a full Analyst Grade with bull/bear case, price targets, and qualitative risk analysis, generate a NCBGX research report →

52-Week Range70% of range
Low $119.46
Current $130.47
High $135.29

Companywww.newcovenantfunds.com/funds

The investment seeks to produce capital appreciation with less risk than would be present in a portfolio of only common stocks. The fund invests primarily in shares of the New Covenant Growth Fund (the "growth fund") and the New Covenant Income Fund (the "income fund"), with a majority of its assets generally invested in shares of the growth fund. Between 45% and 75% of the fund's net assets (with a "neutral" position of approximately 60% of the fund's 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.

IPO
1999
HQ
Jeffersonville, IN, US

Price Chart

+8.26% · this period
$135.29$127.38$119.46May 21Nov 19May 21

Valuation

Market Cap
$365.71M
P/E
0.00
P/S
24.77
P/B
0.00
EV/EBITDA
113.09
Div Yield
8.57%

Profitability

Gross Margin
27.56%
Op Margin
15.38%
Net Margin
11.65%
ROE
11.85%
ROIC
11.19%

Growth & Income

Revenue
$482.41M · -7.84%
Net Income
$56.19M · -43.84%
EPS
$5.62 · -43.86%
Op Income
$74.19M
FCF YoY
-49.59%

Performance & Tape

52W High
$135.29
52W Low
$119.46
50D MA
$125.90
200D MA
$128.76
Beta
0.90
Avg Volume
0

Get TickerSpark's AI analysis on NCBGX

Pro members can request AI-generated analysis on any ticker — technical setup, analyst consensus, earnings watch, insider pulse, financial health, and peer context. Ready in about a minute.

Get Pro Access →

30-day money-back guarantee · cancel anytime

Our NCBGX Coverage

We haven't published any research on NCBGX yet

For a full analyst-grade research report — grades, price targets, full financials, chart analysis — generate one on demand.

Generate NCBGX Report →

Similar Companies