NALFX : New Alternatives Fund Class A

NALFX is a Allocation Market Total World with MODERATE fees.

NALFX

New Alternatives Fund Class A

FI Score

40 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

40% FI Score
  • nalfx
  • Mutual Fund
  • Allocation
  • Total World

New Alternatives Fund Class A

Expenses: 1.08% (Better than 1% of similar funds)

This is a bad choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation, with income as a secondary objective. 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 ("ADRs"), real estate investment trusts ("REITs") and publicly-traded master limited partnerships ("MLPs"). The fund makes investments in a wide range of industries and in companies of all sizes.

Largest Holdings

Amount Holding
5.08% TerraForm Power Inc Class A
5.02% EDP Renovaveis SA
4.85% Innergex Renewable Energy Inc
4.76% Brookfield Renewable Partners LP
4.67% Orsted A/S
4.61% NextEra Energy Partners LP
4.47% TransAlta Renewables Inc
4.44% Enel SpA
4.40% Siemens Gamesa Renewable Energy SA
4.38% Hannon Armstrong Sustainable Infrastructure Capital Inc
4.36% Iberdrola SA
4.25% Atlantica Sustainable Infrastructure PLC
4.17% Avangrid Inc
4.07% Vestas Wind Systems A/S
4.03% Acciona SA
3.31% Panasonic Corp ADR
3.27% Clearway Energy Inc
3.07% Northland Power Inc
2.87% Royal Philips NV ADR
2.78% Veolia Environnement SA ADR
2.17% Signify NV
1.42% American Water Works Co Inc
1.35% Infratil Ltd
1.35% Terna SpA
1.08% Trustpower Ltd

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