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New Alternatives Fund Class A (NALFX)

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79.03+0.36 (+0.46%)
At close: 08:01PM EDT

New Alternatives Fund Class A

New Alternatives Fund Inc

150 Broadhollow Road, Suite Ph 02

Melville NY 11747

Management Information
David J. Schoenwald,Lead Manager since September 2, 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.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryWorld Small/Mid Stock
Fund FamilyNew Alternatives
Net Assets456.09M
YTD Return-6.51%
Morningstar Rating★★★★
Inception DateSep 2, 1982

Fund Operations

Last Dividend4.71
Last Cap Gain0.00
Holdings Turnover20.34%
Average for CategoryN/A

Fees & Expenses

ExpenseNALFXCategory Average
Annual Report Expense Ratio (net)0.96%1.26%
Prospectus Net Expense Ratio0.96%N/A
Prospectus Gross Expense Ratio0.96%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales Load3.50%5.21%
Max Deferred Sales LoadN/A1.14%
3 Yr Expense Projection645N/A
5 Yr Expense Projection862N/A
10 Yr Expense Projection1,487N/A