New Alternatives
150 Broadhollow Road Suite Ph 02 Melville NY 11747
Map
Phone: 800-441-6580
| Category: | World Stock | | Fund Family: | New Alternatives | | Net Assets: | 271.21M | | Year-to-Date Return: | 32.19% | | Yield: | 0.44% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Sep-82 |
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David J. Schoenwald
Lead Manager since
03-Sep-82 | | | Schoenwald is a portfolio manager with Accrued Equities, his employer since 1982. Previously, he was a newspaper reporter and a lawyer at a firm providing aid to the poor. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | $250 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital gain. The fund invests most of assets in companies that provide a contribution to a clean and sustainable environment. It usually invests at least 25% of assets in common shares of companies which have an interest in alternative energy. The fund invests in U.S. companies as well as foreign ones without limitation on the assets allocation. It is a social responsible fund. |
| Last Dividend
(31-Dec-08):
| 0.18 | | Last Cap Gain
(31-Dec-07):
| 1.02 | | Annual Holdings Turnover
| 25.67% | | Average for Category:
| 91.16% |
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| Expense | NALFX | Category
Avg | | Total Expense Ratio: | %
| 1.50% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 4.75%
| 5.33% | | Max Deferred Sales Load: | %
| 2.55% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $722 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,127 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,262 |
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0.31% Nasdaq 
0.05%
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