NALFX Rating, Research - New Alternatives

New Alternatives (nalfx)

Last Updated by Anonymous | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 30

Threats + Weaknesses = 22

When strengths & opportunities substantially exceed threats & weaknesses an investment in the nalfx mutual fund has great long term potential.

Fund Management Team

New Alternatives Funds

Fund Description Update

New Alternatives (NALFX) Description: NALFX is a mutual fund, which is an investment that owns a basket of assets. The NALFX mutual fund was provided by New Alternatives and this investment vehicle derives the majority of its value from equity holdings (stocks). New Alternativess mutual fund has a long management tenure and is in the average fund size classification. NALFXs minimum initial investment amount is $2500 while the IRA minimum is $2500. NALFXs expense ratio is roughly 1%. The latest NALFXs front end load was 5% and the back end load was 0%. The New Alternatives (NALFX) mutual fund falls under the world stock category. NALFX focuses its investments in EU and USA and NALFX is not affiliated with a particular industry or fund sector. The New Alternatives (NALFX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find NALFXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of NALFXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund pursues opportunistic growth by investing in a global universe of companies in multiple industries that may benefit from innovation. It invests in securities issued by U.S. and non-U.S. companies from multiple industry sectors in an attempt to maximize opportunity, which should also tend to reduce risk. The fund also uses a "bottom-up" analysis of individual companies that focuses on prospective earning growth, valuation and quality of company management. The fund normally invests in about 60-80 companies.

Management Analysis Update

New Alternatives's executives / managers make better investing decisions, because their assets are invested along side their client's. New Alternatives's management team has a long history of working together. This helps ensure consistent future returns. New Alternatives has a consistent strategy that will help it to outperform in the future.

Performance Analysis Update