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New Alternatives A NALFX

Medalist Rating as of | See New Alternatives Investment Hub
  • NAV / 1-Day Return 60.04  /  0.60 %
  • Total Assets 293.5 Mil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • 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 3.28%
  • Turnover 9%

Morningstar’s Analysis NALFX

Will NALFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A strong management team and sound investment process underpin New Alternatives A's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings NALFX

  • Current Portfolio Date
  • Equity Holdings 45
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 46.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
5.70
17,822,655
Utilities
5.64
17,650,028
Utilities

Hannon Armstrong Sustainable Infrastructure Capital Inc

5.23
16,341,750
Real Estate
4.92
15,385,500
Utilities
4.87
15,242,266
Utilities
4.78
14,949,200
Industrials

Us Dollar

4.33
13,525,742
Cash and Equivalents
3.84
12,008,100
Utilities
3.83
11,981,664
Industrials
3.80
11,884,950
Utilities