New Alternatives Mutual Funds List
Here you can find all mutual funds issued by New Alternatives and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 1.08%
- Avg. 1 Year Return
- 31.69%
- Avg. 5 Year Return
- 2.77%
- Median Risk/Return Score
- 61 / 100
New Alternatives Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| New Alternatives Fund Investor Class | Alternative Energy Equities | Sep 3, 1982 | 1.28% | 17.59% | 10.51% | 0.79% | 60 | ||||||||
| New Alternatives Fund | Global Equities | Sep 2, 1982 | 0.89% | 17.71% | 10.78% | 0.99% | 61 |
Explore top New Alternatives Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best New Alternatives Mutual funds by Risk/Return Score
The top New Alternatives Mutual funds by PortfoliosLab Risk/Return Score are NALFX (61) and NAEFX (60).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| New Alternatives Fund | 61 | — | Sep 1982 | |
| New Alternatives Fund Investor Class | 60 | — | Sep 1982 |
Best-Performing New Alternatives Mutual funds Over 5 Years
The top New Alternatives Mutual funds is NALFX (2.90%).
Across the lineup, New Alternatives Mutual funds show an average 1-year return of 31.69% and an average 5-year return of 2.77%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| New Alternatives Fund | 2.90% | — | Sep 1982 | |
| New Alternatives Fund Investor Class | 2.65% | — | Sep 1982 |
Lowest-Cost New Alternatives Mutual funds
The top New Alternatives Mutual funds is NALFX (0.89%).
With an average expense ratio of 1.08%, New Alternatives Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| New Alternatives Fund | 0.89% | — | Sep 1982 | |
| New Alternatives Fund Investor Class | 1.28% | — | Sep 1982 |
Highest-Yield New Alternatives Mutual funds
The top New Alternatives Mutual funds is NALFX (0.99%).
Across the lineup, New Alternatives Mutual funds show an average dividend yield of 0.89%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| New Alternatives Fund | 0.99% | — | Sep 1982 | |
| New Alternatives Fund Investor Class | 0.79% | — | Sep 1982 |
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