NAEFX Mutual Fund

NAEFX Mutual Fund (New Alternatives Fund Investor Class) is managed by Accrued Equities, Inc. with $18.0M in net assets. NAEFX expense ratio is 1.28%, holding 47 positions across sectors including Utilities, Financials, Industrials. Inception date: 2015-01-02.

NAEFX performance shows a YTD return of 13.10%. The 1-year return is 20.20% and the 5-year return is 1.55%. NAEFX dividend yield stands at 1.04%, paid annually.

NAEFX top holdings include Acciona Sa (5.9%), CLEARWAY ENERGY INC-C (5.7%), Hannon Armstrong Sustainable Infrastructure Capital, Inc. Com (5.7%), Varanasi Aurangabad Nh-2 Tollway Private, Ltd. 5.90% 2/28/2034 (5.7%), Iberdrola Sa (5.5%). Go to all NAEFX holdings, NAEFX sectors, or NAEFX dividends.

NAEFX can be compared against other funds. Use NAEFX overlap to find shared positions, or NAEFX vs another fund for a side-by-side view. NAEFX alternatives are available via the screener, along with tax-loss harvesting opportunities.