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Morningstar

New Alternatives A NALFX

Morningstar Analyst Rating
Quantitative rating as of | See New Alternatives Investment Hub
  • NAV / 1-Day Return 74.98  /  1.74 %
  • Total Assets 402.4 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • 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 1.05%
  • Turnover 9%

USD | NAV as of Feb 04, 2023 | 1-Day Return as of Feb 04, 2023, 1:32 AM GMT+00:00

Morningstar’s Analysis NALFX

Will NALFX outperform in 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.

Summary

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A strong management team and sound investment process underpin New Alternatives A's Morningstar Quantitative Rating of Gold. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

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