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New Century Balanced (NCIPX)On Mar 18: 12.85  Up 0.05 (0.39%)  
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Profile  As of 31-Jan-10Get Profile for:
New Century Balanced
40 William St Suite 100 Wellesley MA 02481-3902
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Phone: 888-264-8578
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FUND OVERVIEW 
Category:Moderate Allocation
Fund Family:New Century Portfolios
Net Assets:61.85M
Year-to-Date Return:-1.86%
Yield:1.30%
Morningstar Rating:3 stars
Fund Inception Date:31-Jan-89
MORNINGSTAR STYLE BOX 
Moderate Allocation
[View Category Definition]
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About the Morningstar Style Box
MANAGEMENT INFORMATION 
Wayne Grzecki
Lead Manager since 01-Feb-95
Grzecki is a portfolio manager and President of New Century Portfolios, and has been with the Advisor since 1986. He has managed the New Century Capital and Balanced portfolios since 1995, and the New Century Aggressive and International portfolios since their inception in November 2000.
INVESTMENT INFORMATION 
Min Initial Investment:$1,000
Min Initial Investment, IRA:$500
Min Initial Investment, AIP:$500
Min Subsequent Investment:$0
Min Subsequent Investment, IRA:$0
Min Subsequent Investment, AIP:$50
NCIPX can be purchased from 9 brokerages.
FUND SUMMARY 
The investment seeks income; growth is secondary objective, while managing risk. The fund primarily invests primarily in shares of registered investment companies that emphasize investments in equities such as common stocks, preferred stocks or securities convertible into stocks (domestic and foreign), in fixed-income securities such as fixed rate debt, variable rate debt or high- yield, lower rated debt instruments (domestic and foreign), or in a composite of such securities.
FUND OPERATIONS 
Last Dividend (31-Dec-09): 0.16
Last Cap Gain (31-Dec-07): 0.85
Annual Holdings Turnover 13.00%
Average for Category: 87.10%
FEES & EXPENSES 
ExpenseNCIPXCategory
Avg
Total Expense Ratio:2.00% 1.02%
Max 12b1 Fee:0.19% N/A
Max Front End Sales Load:% 5.30%
Max Deferred Sales Load:% 2.71%
3 Yr Expense Projection*: $ 627$643
5 Yr Expense Projection*: $ 1,078$981
10 Yr Expense Projection*: $ 2,327$1,907
* Per $10,000 invested


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