About NAEFX
New Alternatives Fund Investor Shares is a socially responsible mutual fund focused on long-term capital appreciation, with income as a secondary objective. This fund primarily invests in companies advancing renewable energy and fostering a sustainable economy. Its portfolio includes firms involved in solar, wind, hydroelectric, biomass, fuel cells, energy conservation, recycling, clean water, and natural foods—targeting sectors that directly benefit the environment and reduce reliance on fossil fuels. As one of the pioneering funds in its space since its inception in 1982, New Alternatives Fund plays a significant role for investors seeking to align their capital with environmental values. The fund’s inclusionary approach means it actively selects companies making a measurable positive impact, rather than simply excluding certain industries. Managed by a dedicated team of advisors, it attracts both individual and institutional investors who prioritize sustainability and responsible investing within the equities market.
Fund Family New Alternatives
Category World Small/Mid Stock
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol NAEFX
Share Class Investor Shares
Index S&P 500 TR
NAEFX had a total return of 4.35% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.30%.
