Morningstar

New Alternatives Fund Class A NALFX

Morningstar Medalist Rating
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Medalist Rating as of See New Alternatives Investment Hub
  • NAV / 1-Day Return$81.31  /  −0.72%
  • Fund Size$278.0M
  • Adjusted Expense Ratio1.100%
  • Net Expense Ratio1.100%
  • Fee Level: DistributionLow
  • Share Class TypeFront Load
  • Morningstar CategoryGlobal Small/Mid Stock
  • Equity Style Box (Funds)Mid Blend
  • Minimum Initial Investment$2,500
  • Investment StatusOpen
  • TTM Yield1.13%
  • Turnover Ratio4%
NAV and 1-Day Return as of

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
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Portfolio Holdings NALFX

More NALFX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings50.4
Top 10 Holdings
% Portfolio Weight
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