NAEFX Mutual Fund (New Alternatives Fund Investor Class) is managed by Accrued Equities, Inc. with $17.8M in net assets. NAEFX expense ratio is 1.28%, holding 47 positions across sectors including Unknown, Utilities, Financials. Inception date: 2015-01-02.

NAEFX performance shows a YTD return of 15.82%. The 1-year return is 26.81% and the 5-year return is 2.64%. NAEFX dividend yield stands at 0.99%, paid annually.

NAEFX top holdings include Acciona Sa (5.9%), Chongqing Water Group Co. Ltd. Class A (5.7%), Ha Sustainable Infrastructure Capital Inc (5.7%), Nisource Inc 3.49 05/15/2027 (5.7%), Iberdrola Sa (5.5%). View all NAEFX holdings, sector breakdown, or dividend history.

NAEFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NAEFX alternatives are available via the screener, along with tax-loss harvesting opportunities.