Morningstar

New Alternatives Fund Class A NALFX

Morningstar Medalist Rating
Medalist Rating as of | See New Alternatives Investment Hub
  • NAV / 1-Day Return 88.23  /  −0.06 %
  • Total Assets 305.4M
  • 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 0.99%
  • Turnover 4%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:47 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NALFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NALFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of NALFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings NALFX

More NALFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 52.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Acciona SA

5.87 17M
Industrials

Clearway Energy Inc Class A

5.72 17M
Utilities

HA Sustainable Infrastructure Capital Inc

5.68 17M
Financial Services

Bbh Money Market Sweep

5.65 16M
Cash and Equivalents

Iberdrola SA

5.51 16M
Utilities

Enel SpA

5.26 15M
Utilities

Veolia Environnement SA

5.23 15M
Industrials

Brookfield Renewable Corp Ordinary Shares - Class A (Exchangeable Sub Votin

5.13 15M
Utilities

Terna SpA

5.03 15M
Utilities

EDP Renewables SA

4.60 13M
Utilities

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