NAEFX – New Alternatives Investor Investment Strategy | Morningstar

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Strategy

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 YieldCos, 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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
NAEFX	New Alternatives Fund Investor Shares	No Load	Open			Jan 2, 2015	$16.39M	1.350%	Above Average	$3,500	$207,362.59
NALFX	New Alternatives Fund Class A	Front Load	Open			Sep 3, 1982	$263.05M	1.100%	Low	$2,500	−$17.65M

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