Mutual Funds Center
New Alternatives Fund (NALFX)
General Fund Information
New Alternatives Fund
150 Broadhollow Road  
Melville NY 11747
(800) 423-8383
Category:Domestic Equity Funds
Assets: ($ millions)$187.6

Account min.:$2,500
Reinvest. min.:$250
IRA account min.:$2,500
IRA reinvest min.:250.00
Max. defer. load:0.00%
Max. front load:4.75%
Avg. P/E:36.72
Avg. P/B:1.98
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
The fund seeks long term gains for its investors by concentrating its investments in renewable energy and the environment. The fund's portfolio includes investments in Wind Energy, Solar Energy, Biomass, Fuel Cells, Energy Conservation, Clean Water, Recycling, and Natural Foods. The fund may invest up to 35% of its assets in shares of foreign companies.
Social Issues07/31/18
Shareholder activism:
Community investment:
Human rights:P
Products and Services:P
Animal testing:X
Nuclear power:X
Alcohol, tobacco & gambling:X/X/X

P = Positive screen: fund seeks companies with a positive record or achievement.
R = Restricted investment: the fund has minimum criteria related to this issue.
X = Exclusionary screen: fund avoids companies involved with this issue.
"-" Fund does not screen for this criteria.
Fund Performance07/31/18
  Fund Return Percentile Rank *
Year to date: -2.30% 97
1 Year: -2.95% 98
Annualized returns:
3 Year: 5.65% 87
5 Year: 7.91% 83
10 Year: 2.90% 97
Since inception: 7.80% 65
Inception date: 09/03/82  
Bear Market: -24.73%  
Bear Market Period:     —      

* Percentile rank compares the performance of a fund to other funds with similar investing goals and styles. Funds with a percentile rank of 10 performed better than 90 percent of their peers. Funds with a percentile rank of 70 performed worse than 69 percent of their peers.
MPT Statistics07/31/18
Alpha 3YR:-4.13
Alpha 5YR:-2.35
Beta 3YR:0.81
Beta 5YR:0.80
R. Squared 3YR:28.80
R. Squared 5YR:27.39
Sharpe 3YR:0.32
Sharpe 5YR:0.50
Std. Dev. 3YR:14.96
Std. Dev. 5YR:14.96
Sector Distribution 
Basic Industries6.84% 
Cap. Goods & Tech.8.82% 
Consumer Non-Cyclicals5.43% 
Non - US24.02% 

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