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Sustainable, Responsible and Impact Mutual Fund and ETF Chart

Fund Profile:
New Alternatives Fund Investor Shares Download as PDF for Printing PDF Download

Jump to: General Fund Information | Fund Institution Information | Account Minimums | Methodology | Proxy Voting Information | Specific Screening Information by Category | Performance Data


General Fund Information - [Return to Top]

Ticker: NAEFX

Assets under management (AUM): $187.35M (in US$ millions) - See other performance data below

General Fund Type: International, Global, Foreign

Specific Sizes or Types of Investments: --

Financial Objective: Long term capital appreciation with income as a secondary objective by investing in equity securities in a wide ranges of industries.

Specific ESG Focus: New Alternatives Fund invests in companies which generate energy from renewable resources, produce products and provide services which benefit the environment, and contribute to a sustainable economy. The Fund seeks to be affirmatively socially responsible.

To invest, call: 800-423-8383 or 631-423-7373

 


Institution Name:
New Alternatives Fund

Mutual Funds Description: New Alternatives Fund is the oldest mutual fund in the U.S. (est. 1982) investing in renewable energy and energy conservation companies.

Contact info:
150 Broadhollow Rd., #PH2
Melville,New York 11747
U.S.A.
Phone: 631-423-7373
Fax: 631-423-7393
Email: murray@newalternativesfund.com
Web: http://www.newalternativesfund.com/ (Opens in a new window)

 

Account Minimums - [Return to Top]

Minimum Account: $3500

Minimum IRA: $3500

 

Methodology - [Return to Top]

Screening Venue: In-house

Screening Party: --

Screening Database Used: --

Screening Process: --

 

Proxy Voting Information - [Return to Top]

Proxy Voting Guidelines or Policies: --

Proxy Voting Records: Open external link in new window

 

Specific Screening Information by Category - [Return to Top]

Environment

  • Climate / Clean Technology: Positive Investment - New Alternatives Fund specifically invests in companies developing and producing renewable energy resources and materials and generating power from renewable energy.
  • Pollution / Toxics: Restricted/Exclusionary Investment - New Alternatives Fund does not invest in companies extracting and developing fossil fuel based energy resources and materials.
  • Other Environmental: Positive Investment - New Alternatives Fund specifically invests in companies that develop and produce materials and services that protect the environment, reduce pollution and build a sustainable economy.

Social

  • Community Development: Positive Investment
  • Diversity & Equal Employment Opportunity: Positive Investment
  • Human Rights: Positive Investment
  • Labor Relations: Positive Investment
  • Conflict Risk: No Investment

Governance

  • Board Issues: Positive Investment
  • Executive Pay: Positive Investment

Products

  • Alcohol: Restricted/Exclusionary Investment
  • Animal Welfare: Restricted/Exclusionary Investment
  • Defense/Weapons: Restricted/Exclusionary Investment
  • Gambling: Restricted/Exclusionary Investment

Other

  • Shareholder Engagement - Shareholder Resolutions: Filed or co-filed with companies on environmental, social or governance issues

Performance Data - [Return to Top]

Data provided by: Bloomberg logo - Information current as of November 30, 2018

Year-to-date rate of return: -2.04%

1-year rate of return: -8.45%

3-year rate of return: 10.93%

5-year rate of return: --

10-year rate of return: --

Previous year rate of return: 20.97%

Management fee: 0.56%

Expense ratio: 1.32%

Standard deviation: 11.57%

Benchmark used: S&P 500 Composite Total Return | External link (Opens in a new window)

Disclaimer: --


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