New Alternatives A holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
New Alternatives Fund Class A NALFX
- NAV / 1-Day Return 81.44 / +0.95 %
- Total Assets 279.4M
-
Adj. Expense Ratio
1.100%
- Expense Ratio 1.100%
- Distribution Fee Level Low
- Share Class Type Front Load
- Category Global Small/Mid Stock
- Investment Style Mid Blend
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 1.11%
- Turnover 4%
USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:21 AM GMT+0
Morningstar’s Analysis NALFX
Will NALFX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 50.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Bbh Money Market Sweep | 6.14 | 19M | Cash and Equivalents |
Iberdrola SA | 5.55 | 17M | Utilities |
Acciona SA | 5.54 | 17M | Industrials |
Veolia Environnement SA | 5.30 | 17M | Industrials |
Enel SpA | 5.11 | 16M | Utilities |
Siemens AG | 5.11 | 16M | Industrials |
Infratil Ltd | 5.02 | 16M | Industrials |
HA Sustainable Infrastructure Capital Inc | 4.97 | 16M | Financial Services |
Terna SpA | 4.76 | 15M | Utilities |
Brookfield Renewable Corp Ordinary Shares - Class A (Exchangeable Sub Votin | 4.72 | 15M | Utilities |
United States