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New Alternatives Fund Class A (NALFX)

Net Asset Value
1 Day
Overall Morningstar Rating
World small/mid stock
Style or Category
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation- with income as a secondary objective. The fund seeks to achieve its investment objective by investing in equity securities. The equity securities in which the fund invests consist primarily of common stocks. Other equity securities in which the fund may invest include American Depository Receipts ("ADRs")- real estate investment trusts ("REITs") and publicly-traded master limited partnerships ("MLPs"). The fund makes investments in a wide range of industries and in companies of all sizes.


1 month+3.27% 3 years+7.91%
3 months-1.74% 5 years+10.89%
1 year+18.50% Since inception+7.83%
Data through --

Peer Comparisonvs. World small/mid stock

Performance 5-yr return+10.89%+11.90%
Expense ratio1.12%1.45%
Risk 5 year sharpe ratio0.791.00
Net assets$206.0M$1.4B
Average market cap$4.3B$4.9B
Average P/E29.522.0
Portfolio turnover30%30%

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Fund Management and Purchase Info

Fund familyNew Alternatives
Fund manager & tenureDavid Schoenwald / 35 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


International stock54.99%
U.S. stock39.66%
Fixed income5.35%
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
NEP Nextera Energy Partners LP6.37%
-- 6.14%
-- 5.88%
PCRFY Panasonic5.69%
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc5.64%
PEGI Pattern Energy Group Inc5.04%
AY Atlantica Yield PLC4.98%
TERP TerraForm Power Inc4.91%
-- 4.87%
-- 4.86%