New Alternatives Fund- Class A

Frequently Asked Questions About NALFX

What does NALFX invest in?

The fund's objective is pursued through investments predominantly in equity instruments, with a primary focus on common stock. However, its portfolio may also include a variety of other equity-related assets, such as YieldCos, American Depository Receipts (ADRs), Real Estate Investment Trusts (REITs), and publicly traded Master Limited Partnerships (MLPs). The fund's holdings are diversified across numerous sectors and encompass corporations of varying market capitalizations.

What is the expense ratio of NALFX?

New Alternatives Fund- Class A (NALFX) charges an expense ratio of 1.10%. This is the annual fee deducted from fund assets to cover management and operations.

How big is NALFX?

New Alternatives Fund- Class A (NALFX) manages $313.1M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is NALFX actively managed or an index fund?

NALFX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was NALFX launched?

New Alternatives Fund- Class A (NALFX) launched in September 1982 and is managed by the fund issuer.

How has NALFX performed?

NALFX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.