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New Alternatives Fund (NALFX)
General Fund Information
150 Broadhollow Road Melville, NY 11747
(800) 423-8383www.newalternativesfund.com
Category:Domestic Equity Funds
Style:Growth
Assets: ($ millions)$208.2

Account min.:$2,500
Reinvest. min.:$250
IRA account min.:$2,500
IRA reinvest min.:250.00
Type:Mid-Cap
Expenses:1.37%
Max. defer. load:0.00%
Max. front load:4.75%
Avg. P/E:33.61
Avg. P/B:2.21
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
The fund seeks long term gains for its investors by concentrating its investments in renewable energy and the environment. The fund's portfolio includes investments in Wind Energy, Solar Energy, Biomass, Fuel Cells, Energy Conservation, Clean Water, Recycling, and Natural Foods. The fund may invest up to 35% of its assets in shares of foreign companies.
Social Issues11/30/17
Shareholder activism:
Community investment:
Environment:P
Human rights:P
Employment:P
Products and Services:P
Weapons:X
Animal testing:X
Nuclear power:X
Alcohol, tobacco & gambling:X/X/X
Other:

P =Positive screen: seeks companies with positive record
X =Exclusionary screen: avoids companies with poor record
"-"sign in the Alcohol, Tobacco, and Gambling column indicates no screen for this specific criteria
Sector Distribution 
Basic Industries6.84% 
Cap. Goods & Tech.8.82% 
Consumer Non-Cyclicals5.43% 
Miscellaneous18.61% 
Non - US24.02% 
Utilities36.28% 
Fund Performance11/30/17
Year to date: 19.08%
Year to date: 19.08%
1 Year: 21.56%
Annualized returns:
3 Year: 6.93%
5 Year: 12.53%
10 Year: 1.41%
Since inception: 7.96%
Inception date: 09/03/82
Bear Market: -24.73%
Bear Market Period:     —    
MPT Statistics11/30/17
Alpha 3YR:-2.08
Alpha 5YR:-1.80
Beta 3YR:0.84
Beta 5YR:0.93
R. Squared 3YR:26.06
R. Squared 5YR:32.67
Sharpe 3YR:0.39
Sharpe 5YR:0.79
Std. Dev. 3YR:15.51
Std. Dev. 5YR:15.51
Sectors Pie Chart 
Sector Distribution Chart

 

 
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