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New Alternatives Fund Class A (NALFX)

Net Asset Value
1 Day
Overall Morningstar Rating
World stock
Style or Category
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by investing in equity securities. It invests in equity securities of both U.S. and foreign companies, and has no limitation on the percentage of assets invested in the U.S. or abroad. Under normal market conditions, at least 25% of the fund's total assets will be invested in equity securities of companies in the alternative energy industry.


1 month+4.08% 3 years+9.08%
3 months+9.42% 5 years+3.12%
1 year-9.02% Since inception+7.49%
Data through --

Peer Comparisonvs. World stock

Performance 5-yr return+3.12%+5.48%
Expense ratio1.12%1.35%
Risk 5 year sharpe ratio0.240.46
Net assets$180.9M$1.2B
Average market cap$3.0B$39.4B
Average P/E17.518.2
Portfolio turnover37%37%

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Fund Management and Purchase Info

Fund familyNew Alternatives
Fund manager & tenureDavid Schoenwald / 33 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


U.S. stock48.00%
International stock47.51%
Fixed income4.49%
Top 5 Sectors
Portfolio weighting
Utilities 59.19%
Industrial materials 29.80%
Consumer goods 8.37%
Hardware 1.47%
Business service 0.00%
Top 10 Holdings
Portfolio weighting
-- 6.21%
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc5.84%
PEGI Pattern Energy Group Inc5.38%
CAFD 8Point3 Energy Partners LP5.28%
NEP Nextera Energy Partners LP5.26%
ABY Abengoa Yield PLC5.16%
AGR Avangrid Inc4.77%
AWK American Water Works Company Inc4.76%
-- 4.75%
-- 4.67%

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