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Catholic values score

NCBGX · New Covenant Balanced Growth Fund

Mutual fund · Screened against 17 areas of Catholic moral concern

Moderate concerns

34% of NCBGX is invested in companies that conflict with Catholic teaching

  • Abortion 18.2%
  • Marriage & sexuality 31.2%
  • Pornography 8.7%

19% of NCBGX is in companies that fail our USCCB screen, based on the U.S. bishops' investment guidelines. Another 16% is in companies flagged for shareholder engagement. Owning them through a fund is more remote than owning them directly; see how to weigh it. How we apply the bishops' guidelines

2 holdings · 55% of fund assets screened · 160 companies with concerns

Data as of 2026-10-30. Scores reflect our interpretation of Catholic moral teaching applied to data we believe to be reliable; data may be incomplete. Educational only — not investment advice.