Which Funds Can NCBGX Replace?

New Covenant Balanced Growth Fund Fund Opportunity uses the published comparison universe. Data as of 2026-10-02.

Funds NCBGX Can Replace

209 funds

FSI > 80 out of 1,665 similar funds

Competing Fund AUM

$264.04B

Assets in funds NCBGX can compete with and replace

Outperformance Rank

#1,193

Rank among 1,665 similar funds

Who Holds Credible Replacements?

345 firms

101,845 connected advisors

Opportunity analysis

NCBGX can replace 209 funds with FSI above 80 out of 1,665 similar funds, representing $264.04B in competing fund AUM. Its outperformance rank is #1,193 among those similar funds. 345 13F firms and 101,845 advisors are connected to credible replacements. The AUM-weighted historical probability of positive Information Ratio is 8.2%.

Fund details

Vehicle
Mutual fund
Issuer
nan
Focus
—
Net expense ratio
0.93%
Assets under management
$347.9M

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