New Alternatives Fund Quote
| NALFX Fund | USD 65.50 0.17 0.26% |
PerformanceOK
| Odds Of DistressLow
|
New Alternatives is trading at 65.50 as of the 21st of March 2025; that is 0.26 percent down since the beginning of the trading day. The fund's open price was 65.67. New Alternatives has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The fund seeks to achieve its investment objective by investing in equity securities. The equity securities in which the fund invests consist primarily of common stocks. Other equity securities in which the fund may invest include YieldCos, American Depository Receipts , real estate investment trusts and publicly-traded master limited partnerships . More on New Alternatives Fund
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New Mutual Fund Highlights
| Thematic Idea | Alternative Energy (View all Themes) |
| Fund Concentration | New Alternatives Funds, Large Funds, World Small/Mid Stock Funds, Alternative Energy Funds, World Small/Mid Stock, New Alternatives, Large, World Small/Mid Stock (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 30th of April 2023 |
| Fiscal Year End | December |
New Alternatives Fund [NALFX] is traded in USA and was established 21st of March 2025. New Alternatives is listed under New Alternatives category by Fama And French industry classification. The fund is listed under World Small/Mid Stock category and is part of New Alternatives family. The entity is thematically classified as Alternative Energy. This fund now has accumulated 380.68 M in assets with minimum initial investment of 2.5 K. New Alternatives is currently producing year-to-date (YTD) return of 5.5% with the current yeild of 0.02%, while the total return for the last 3 years was -4.94%.
Check New Alternatives Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on New Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding New Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as New Alternatives Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top New Alternatives Fund Mutual Fund Constituents
| BEPC | Brookfield Renewable Corp | Stock | Utilities | |
| ES | Eversource Energy | Stock | Utilities | |
| HASI | Hannon Armstrong Sustainable | Stock | Real Estate | |
| NEP | NEP Old | Stock | Utilities | |
| VWSYF | Vestas Wind Systems | Pink Sheet | Specialty Industrial Machinery |
New Alternatives Risk Profiles
| Mean Deviation | 0.7975 | |||
| Semi Deviation | 1.02 | |||
| Standard Deviation | 1.02 | |||
| Variance | 1.03 |
New Alternatives Against Markets
Other Information on Investing in New Mutual Fund
New Alternatives financial ratios help investors to determine whether New Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in New with respect to the benefits of owning New Alternatives security.
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