NCBIX Mutual Fund
NCBIX Mutual Fund
New Covenant Balanced Income Fund
NCBIX Mutual Fund Overview
NCBIX Mutual Fund (New Covenant Balanced Income Fund) is managed by New Covenant Funds with $77.7M in net assets. NCBIX expense ratio is 0.94%, holding 3 positions across sectors including Unknown. Inception date: 1999-07-01.
NCBIX performance shows a YTD return of 4.43%. The 1-year return is 10.37% and the 5-year return is 3.94%. NCBIX dividend yield stands at 6.43%, paid quarterly.
NCBIX top holdings include New Covenant Income Fund Mutual Fund (64.8%), New Covenant Growth Fund Mutual Fund (34.0%), Sei Daily Income Trust Government Fund (1.0%). View all NCBIX holdings, sector breakdown, or dividend history.
NCBIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NCBIX alternatives are available via the screener, along with tax-loss harvesting opportunities.