Previous Close | 92.94 |
YTD Return | 1.66% |
Expense Ratio (net) | 1.08% |
Category | World Small/Mid Stock |
Last Cap Gain | 0.00 |
Morningstar Rating | ★★★★★ |
Morningstar Risk Rating | Average |
Sustainability Rating |
Net Assets | 456.26M |
Beta (5Y Monthly) | 0.90 |
Yield | 4.56% |
5y Average Return | N/A |
Holdings Turnover | 18.78% |
Last Dividend | 4.71 |
Average for Category | N/A |
Inception Date | Sep 03, 1982 |
The $449 million New Alternatives fund invests mainly in alternative-energy stocks, making it unique for its category. Its fund managers break the mold as well.