2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#241 in Large Blend
U.S. News evaluated 492 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 20.96 percent over the past year, 12.01 percent over the past three years, 18.88 percent over the past five years, and 6.16 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||0.9%|
|3 Years (Annualized)||12.0%|
|5 Years (Annualized)||18.9%|
|10 Years (Annualized)||6.2%|
The investment seeks long-term capital appreciation; dividend income, if any, will be incidental. The fund typically invests at least 80% of its net assets in a diversified portfolio of common stocks of companies that the fund's portfolio managers believe have long-term growth potential. It invests in common stocks and other equity securities of companies of all sizes, domestic and foreign. The fund generally invests in larger companies, although it may purchase securities of companies of any size, including small companies. Up to 40% of its net assets may be invested in securities of foreign issuers in any country, including developed or emerging markets.
Fees are Above Average compared to funds in the same category.
New Covenant Growth Fund has an expense ratio of 0.99 percent.
Risk is Average compared to funds in the same category according to Morningstar.