• FirefoxInstall the new Firefox »
  •  Dow Down1.11% Nasdaq Down0.94%

    New Alternatives A (NALFX)

    53.28 Up 0.04(0.08%) Mar 30

    Profile as of Feb 27, 2015Get Profile for:
    New Alternatives A
    New Alternatives Fund Inc150 Broadhollow Road, Suite Ph 02Melville NY 11747
    Map
    Phone: 800-423-7373
    Fund Overview 
    Category:World Stock
    Fund Family:New Alternatives
    Net Assets:195.83M
    Year-to-Date Return:11.51%
    Yield:1.18%
    Morningstar Rating:2 stars
    Fund Inception Date:Sep 3, 1982
    Morningstar Style Box 
    World Stock
    [View Category Definition]
    View Top World Stock Funds
    About the Morningstar Style Box
    Management Information 
    David J. Schoenwald
    Lead Manager since Sep 3, 1982
    Schoenwald is a portfolio manager with Accrued Equities, his employer since 1982. David J. Schoenwald is the President and Treasurer of the Advisor. David J. Schoenwald has been a journalist and an attorney with Law Services (a poverty law agency), personally interested in social and environmental matters.
    Investment Information 
    Min Initial Investment:2,500
    Min Initial Investment, IRA:2,500
    Min Initial Investment, AIP:2,500
    Min Subsequent Investment:250
    Min Subsequent Investment, IRA:250
    Min Subsequent Investment, AIP:50
    NALFX can be purchased from 70 brokerages.

    Fund Summary 
    The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by investing in equity securities. It invests in equity securities of both U.S. and foreign companies, and has no limitation on the percentage of assets invested in the U.S. or abroad. Under normal market conditions, at least 25% of the fund's total assets will be invested in equity securities of companies in the alternative energy industry.

    Fund Operations 
    Last Dividend (Dec 30, 2014) : 0.63
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Mar 29, 2015) : 67.04%
    Average for Category:55.01%
    Fees & Expenses 
    ExpenseNALFXCategory Avg
    Annual Report Expense Ratio (net):1.08%1.31%
    Prospectus Net Expense Ratio:1.16%N/A
    Prospectus Gross Expense Ratio:1.16%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:4.75%5.41%
    Max Deferred Sales Load: N/A2.06%
    3 Yr Expense Projection*:826699
    5 Yr Expense Projection*:1,0831,164
    10 Yr Expense Projection*:1,8173,098
    * Per $10,000 invested