About NALFX
New Alternatives Fund Class A is an actively managed mutual fund focused on environmental sustainability and renewable energy. Its primary objective is long-term capital appreciation, with income as a secondary goal. The fund invests mainly in equity securities—predominantly common stocks—of companies that advance renewable energy solutions and contribute to a sustainable economy. Notable sectors include solar, wind, hydroelectric, biomass, energy conservation, fuel cells, recycling, clean water, and natural foods. The portfolio spans a global universe, targeting companies of various sizes, and often features holdings in utilities and industrials linked to the clean energy transition. This fund is recognized as a socially responsible investment vehicle, favoring companies that generate positive environmental impact and reduce reliance on fossil fuels. Since its inception in 1982, it has played a distinctive role in the mutual fund landscape, catering to investors seeking environmentally conscious exposure alongside global equity diversification.
Fund Family New Alternatives
Category World Small/Mid Stock
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol NALFX
Share Class Class A Shares
Index S&P 500 TR
NALFX had a total return of 4.56% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.20%.
