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Whether your mission is to find a particular investment style, strive to meet personal or organizational goals, adopt socially responsible investing principles, or support the mission of the Presbyterian Church – New Covenant Funds offer a diversity of investment approaches and charitable giving options.

Whatever your mission, New Covenant Funds may be right for you.

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Socially Responsible Investing

It is possible to do well while doing good. This is the premise behind Socially Responsible Investing – a distinctive feature of New Covenant Funds.

Fund Tracker

Fund Name	Price
Balanced Growth Fund (NCBGX)	$123.63
Growth Fund (NCGFX)	$60.41
Balanced Income Fund (NCBIX)	$23.97
Income Fund (NCICX)	$23.94

Fund Name	Price
Balanced Growth Fund (NCBGX)	$122.29
Growth Fund (NCGFX)	$63.96
Balanced Income Fund (NCBIX)	$22.58
Income Fund (NCICX)	$20.92

* Price as of 05/16/2025

Latest Knowledge & Resources

Weekly Update

May 16, 2025

Weekly Update

May 9, 2025

Weekly Update

May 2, 2025

Weekly Update

April 25, 2025

Prospectus and Reports

New Covenant Growth Fund
Summary Prospectus
Annual Shareholder Report
Semi-Annual Shareholder Report

New Covenant Income Fund
Summary Prospectus
Annual Shareholder Report
Semi-Annual Shareholder Report

New Covenant Balanced Growth Fund
Summary Prospectus
Annual Shareholder Report
Semi-Annual Shareholder Report

New Covenant Balanced Income Fund
Summary Prospectus
Annual Shareholder Report
Semi-Annual Shareholder Report

New Covenant Funds – Prospectus (October 31 , 2024)

New Covenant Funds – Statement of Additional Information (October 31, 2024)

New Covenant Funds – Annual Financials and Other Information (June 30, 2024)

New Covenant Funds – Semi-Annual Financials and Other Information (December 31, 2024)

New Covenant Funds are distributed by SEI Investments Distribution CO (SIDCO). Check the background of this firm on FINRA’S BrokerCheck.

Information provided on this website is intended only for persons who are eligible to purchase U.S.-registered investment funds. Nothing contained on this website should be considered a solicitation to buy or an offer to sell shares of any of the New Covenant Funds in any jurisdiction where such offer or solicitation would be unlawful under the securities laws of such jurisdiction.

To determine if the Fund(s) are an appropriate investment for you, carefully consider the investment objectives, risk factors and charges and expenses before investing. This and other information can be found in the Fund’s prospectus, and if available, the summary prospectus, which can be obtained by calling 1-877-835-4531. Read the prospectus carefully before investing.

The Funds may choose not to invest in or may limit profitable investments in companies which have been identified as being in conflict with the social-witness principles of the Presbyterian Church (U.S.A.). New Covenant Mutual Funds are sold as New Covenant Funds.

Mutual fund investing involves risk. Principal loss is possible.

SEI Investments Management Corporation (SIMC) is the adviser to the New Covenant Funds which are distributed by SEI Investments Distribution Co (SIDCO). SIMC and SIDCO are wholly owned subsidiaries of SEI Investments Company.

Federated Treasury Obligations Fund is distributed by Federated Securities Corp. Neither SIMC nor SIDCO is affiliated with Federated Securities Corp.

NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT A DEPOSIT