New Alternatives Fund
Shareclass
New Alternatives A (NALFX)
Type
Open-end mutual fund
Manager
Gender equality score
56
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity Funds
Ranking: 420 out of 1,094 funds
See more funds from this group
All funds
Groups
Categories
Gender balance in leadership and workforce
28/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
New Alternatives Fund NALFX
Environment
Social
Search more funds
This fund is a member of a sustainable and responsible investing group, and has a posted policy on their consideration of diversity and equal employment opportunity policies and practices relating to employees, company ownership or contractors.
Positive Investment. More
US-SIF member fund managers: want to update your statement? Contact us
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Iberdrola SA5.4% of assets$12.72M invested
- 2. Enel SpA4.23% of assets$9.95M invested
- 3. Schneider Electric SE1.35% of assets$3.17M invested
- 4. Xylem Inc1.32% of assets$3.1M invested
- 5. EDP SA0.8% of assets$1.89M invested
- 6. Innergex Renewable Energy Inc2.4% of assets$5.65M invested
- 7. Terna SpA4.49% of assets$10.56M invested
- 8. Siemens AG6.15% of assets$14.47M invested
- 9. Orsted AS1.64% of assets$3.86M invested
- 10. Acciona SA4.07% of assets$9.58M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Canadian Solar Inc0.44% of assets$1.03M invested
- 2. Shimano Inc ADR0.3% of assets$699,500 invested
- 3. Brookfield Renewable Corp Ordinary Shares - Class A (Exchangeable Sub Votin6.24% of assets$14.68M invested
- 4. Enphase Energy Inc0.26% of assets$622,800 invested
- 5. TransAlta Corp0.98% of assets$2.3M invested
- 6. Infratil Ltd4.84% of assets$11.38M invested
- 7. Panasonic Holdings Corp ADR - Unsponsored0.97% of assets$2.29M invested
- 8. Clearway Energy Inc Class A6.25% of assets$14.72M invested
- 9. Array Technologies Inc Ordinary Shares0.16% of assets$366,500 invested
- 10. Vestas Wind Systems AS0.88% of assets$2.06M invested
Find sustainably-invested mutual funds and ETFs
Search for funds from your 401(k), retirement plan, or personal portfolio
Financial performance
Performance data provided by
Find more financial data on NALFX at Morningstar.com
Find more financial data on NALFX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
Ask your employer about gender-lens investing in your retirement plan
Find socially responsible funds that invest in gender equality
Learn more about As You Sow's Invest Your Values program
Visit Fossil Free Funds to measure the climate risk of this portfolio
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer