NALFX Mutual Fund

NALFX Mutual Fund (New Alternatives Fund- Class A) is managed by Accrued Equities, Inc. with $296.4M in net assets. NALFX expense ratio is 1.03%, holding 47 positions across sectors including Utilities, Financials, Industrials. Inception date: 1982-09-03.

NALFX performance shows a YTD return of 13.25%. The 1-year return is 20.20% and the 5-year return is 2.37%. NALFX dividend yield stands at 1.03%, paid annually.

NALFX top holdings include Acciona Sa (5.9%), CLEARWAY ENERGY INC-C (5.7%), Hannon Armstrong Sustainable Infrastructure Capital, Inc. Com (5.7%), BBH SWEEP VEHICLE (5.7%), Iberdrola Sa (5.5%). Go to all NALFX holdings, NALFX sectors, or NALFX dividends.

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