Catholic values score
NCBIX · New Covenant Balanced Income Fund
Mutual fund · Screened against 17 areas of Catholic moral concern
61
out of 100
Moderate concerns
22% of NCBIX is invested in companies that conflict with Catholic teaching
- Abortion 11.7%
- Marriage & sexuality 20.3%
- Pornography 5.1%
12% of NCBIX is in companies that fail our USCCB screen, based on the U.S. bishops' investment guidelines. Another 10% 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 · 36% 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.