Nasdaq - Delayed Quote • USD
New Alternatives Investor (NAEFX)
At close: May 31 at 8:00 PM EDT
Investment Information
- Min Initial Investment
- 3,500
- Min Initial Investment, IRA
- 35
- Min Initial Investment, AIP
- 35
- Min Subsequent Investment
- 3,500
- Min Subsequent Investment, IRA
- 2.5
- Min Subsequent Investment, AIP
- 0.5
Broker Availability
- Ausdal Financial Partners Inc
- Cetera Advisors LLC
- Cetera Advisor Networks LLC
- Protected Investors of America
- E TRADE Financial
- Mid Atlantic Capital Corp
- Morgan Stanley - Brokerage Accounts
- Pershing FundCenter
- Schwab Institutional
- Scottrade Load
- Shareholders Services Group
- JPMorgan
- Vanguard
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 11.01.2023
- Fidelity Retail FundsNetwork
- Fidelity Retail FundsNetwork-NTF
- Fidelity Institutional FundsNetwork
- Ameriprise Brokerage
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- RBC Wealth Management-Advisory Eligible
- Schwab Institutional Only
- Ameriprise SPS Advantage
- Vanguard NTF
- ETrade No Load Fee
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- FTJ FundChoice
- Robert W. Baird & Co.
- HSBC Brokerage (USA) Inc
- JPMorgan INVEST
- WFA MF Advisory Updated 5.1.24
- RBC Wealth Management-Network Eligible
- DailyAccess Corporation RTC
- DailyAccess Corporation FRIAG
- Sterne, Agee & Leach, Inc.,
- ING Financial Ptnrs PAM and PRIME Approv
- Firstrade
- Thrivent – Advisory Eligible
- Morgan Stanley Consulting Group Advisor
- Trade PMR Transaction Fee
- TD Ameritrade Retail
- TD Ameritrade Institutional
- ING Financial Advisers - SAS Funds
- Mid Atlantic Capital Group
- HD Vest - Vest Advisor
- Securities America Advisors
- Bear Stearns
- JP MORGAN NO-LOAD NTF
- JP MORGAN LOAD
- JP MORGAN NO-LOAD TRANSACTION FEE
- TD Ameritrade Institutional NTF
- MSWM Brokerage
- WFA Fdntl Choice/PIM Updated 5.1.24
- DailyAccess Corporation Mid-Atlantic
- RBC Wealth Management-Wrap Eligible
- E-Plan Services, Inc.
- H Beck Inc.
- ING Financial Partners Inc.
- Securities America Inc.
- Vanguard Load
- Morgan Stanley Portfolio Management
- DailyAccess Corporation Matrix
- DailyAccess Corporation MATC
- Cetera Financial Specialists LLC- Premier
- LPL SWM - 01.24.2024
- Schwab All (Retail, Instl, Retirement)
- Pershing Retirement Plan Network
- Ameriprise SPS Advisor
- HD Vest
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - February 2024
- Thrivent – Retail Eligible
- Avantax
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
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.
Fund Overview
Category | World Small/Mid Stock |
Fund Family | New Alternatives |
Net Assets | 277.39M |
YTD Return | -8.36% |
Yield | 2.99% |
Morningstar Rating | |
Inception Date | Jan 02, 2015 |
Performance & Risk
YTD Return | 2.84% |
5y Average Return | 10.07% |
Rank in Category (ytd) | 91 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 1.08 |
Morningstar Risk Rating |
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