New Alternatives Fund Class A (NALFX)

Overview

The fund operates as an investment entity with a focus on equity securities, aiming to meet its investment objectives through strategic investments across a wide range of industries and company sizes. Its approach encompasses a variety of equity securities, primarily including common stocks alongside other investment vessels like YieldCos, ADRs, REITs, and MLPs, to diversify its portfolio and attempt to secure favorable returns for its investors.

Products and Services

• Common Stocks:

  The cornerstone of the fund's investment strategy, these are shares in companies providing the owner with a stake in the company's profits and losses, potentially offering dividends and capital appreciation.

• YieldCos:

  A component of the fund’s diversified portfolio, YieldCos are companies formed to own operating assets that produce a predictable cash flow, primarily in the energy sector, providing a potential for stable returns.

• American Depository Receipts (ADRs):

  ADRs allow the fund to invest in foreign companies not directly listed on U.S. exchanges, offering a method to diversify internationally while trading in U.S. markets.

• Real Estate Investment Trusts (REITs):

  By including REITs, the fund invests in companies owning or financing income-generating real estate, offering investors exposure to real estate markets with the liquidity of publicly traded securities.

• Publicly-Traded Master Limited Partnerships (MLPs):

  MLPs in the fund’s portfolio are publicly traded partnerships, mainly in the natural resources and real estate sectors, offering tax benefits and income potential through distribution payments.