NAEFX Mutual Fund

NAEFX Mutual Fund (New Alternatives Fund Investor Class) is managed by Accrued Equities, Inc. with $17.3M in net assets. NAEFX expense ratio is 1.28%, holding 47 positions across sectors including Utilities, Industrials, Financials. 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 1.49%. NAEFX dividend yield stands at 1.04%, paid annually.

NAEFX top holdings include BBH SWEEP VEHICLE (6.1%), Iberdrola Sa (5.5%), Acciona Sa (5.5%), Vie Fp Veolia Environnement Sa (5.3%), Enel Spa (5.1%). 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.