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NEW ALTERNATIVES FUND

CIK: 0000355767 Equity
Report date: 2026-02-26
AUM $272M
Expense Ratio —
Category Equity
State NY
Fiscal Year End —
Inception Date —
Manager —
Latest Filing 2026-02-26

About this Fund

NEW ALTERNATIVES FUND is a renowned mutual fund company that has been at the forefront of asset management, providing a comprehensive range of investment solutions to meet the diverse needs of its clients. With a strong focus on wealth management, the company offers a broad spectrum of mutual funds, including equity, debt, hybrid, and money market funds, each designed to cater to specific investment objectives and risk profiles. By leveraging its expertise in portfolio management, NEW ALTERNATIVES FUND enables investors to create a well-diversified investment portfolio, tailored to their unique financial goals and aspirations. The company's investor-centric approach is reflected in its commitment to providing transparent, flexible, and cost-effective investment options, including Systematic Investment Plans (SIPs), which allow investors to invest a fixed amount of money at regular intervals, thereby promoting a disciplined approach to investing. With a strong emphasis on research-driven investment strategies, NEW ALTERNATIVES FUND's experienced team of investment professionals works tirelessly to identify opportunities for long-term growth, while minimizing risk and maximizing returns. The company's key strengths lie in its ability to balance risk and reward, its rigorous investment process, and its dedication to delivering exceptional customer service, which has earned the trust of its investors. As a trusted partner in wealth creation, NEW ALTERNATIVES FUND has established itself as a leading player in the mutual fund industry, with a loyal client base that appreciates the company's commitment to helping them achieve their financial objectives. By combining cutting-edge investment strategies with a deep understanding of the markets and a passion for delivering outstanding results, NEW ALTERNATIVES FUND continues to be the preferred choice for investors seeking to grow their wealth and secure their financial future. With its robust investment framework, transparent operations, and unwavering commitment to excellence, NEW ALTERNATIVES FUND is well-positioned to navigate the complexities of the investment landscape, providing its clients with a stable and reliable platform for achieving their long-term financial goals. As the company continues to evolve and expand its offerings, it remains steadfast in its dedication to providing innovative, effective, and tailored investment solutions that meet the evolving needs of its clients, thereby reinforcing its position as a trusted leader in the mutual fund and asset management space.

Holdings

From latest SEC N-PORT filing · US-listed stocks only

18 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 AMRC Ameresco Inc Since 2026-05-10 02361E108 Equity (Common)
0.32%
 $0.88 30,000
2 AWK American Water Works Company, Inc. Since 2026-05-10 030420103 Equity (Common)
1.20%
 $3.26 25,000
3 ARRY Array Technologies Inc Since 2026-05-10 04271T100 Equity (Common)
0.17%
 $0.46 50,000
4 CSIQ Canadian Solar Inc Since 2026-05-10 136635109 Equity (Common)
0.87%
 $2.38 100,000
5 CARR Carrier Global Corporation Since 2026-05-10 14448C104 Equity (Common)
0.97%
 $2.64 50,000
6 CWEN-A Clearway Energy Inc Since 2026-05-10 18539C105 Equity (Common)
5.78%
 $15.71 500,000
7 GLW Corning Incorporated Since 2026-05-10 219350105 Equity (Common)
0.16%
 $0.44 5,000
8 ENPH Enphase Energy Inc Since 2026-05-10 29355A107 Equity (Common)
0.29%
 $0.80 25,000
9 FSLR First Solar Inc Since 2026-05-10 336433107 Equity (Common)
1.92%
 $5.22 20,000
10 HASI HA Sustainable Infrastructure Capital Inc Since 2026-05-10 41068X100 Equity (Common)
5.78%
 $15.71 500,000
11 MWA Mueller Water Products, Inc. Since 2026-05-10 624758108 Equity (Common)
0.09%
 $0.24 10,000
12 NXT Nextpower Inc. Since 2026-05-10 65290E101 Equity (Common)
0.80%
 $2.18 25,000
13 OC Owens Corning Since 2026-05-10 690742101 Equity (Common)
1.03%
 $2.80 25,000
14 WCC Wesco International, Inc. Since 2026-05-10 95082P105 Equity (Common)
0.22%
 $0.61 2,500
15 XYL Xylem, Inc. Since 2026-05-10 98419M100 Equity (Common)
1.25%
 $3.40 25,000
16 ZWS Zurn Elkay Water Solutions Corporation Since 2026-05-10 98983L108 Equity (Common)
0.17%
 $0.47 10,000
17 JCI Johnson Controls International PLC Since 2026-05-10 G51502105 Equity (Common)
2.20%
 $5.99 50,000
18 TT Trane Technologies PLC Since 2026-05-10 G8994E103 Equity (Common)
2.51%
 $6.81 17,500
Frequently Asked Questions — NEW ALTERNATIVES FUND
What type of mutual fund is NEW ALTERNATIVES FUND?
NEW ALTERNATIVES FUND is a SEC-registered Equity fund, with $272M in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, NEW ALTERNATIVES FUND holds 18 portfolio positions, all detailed in the holdings table on this page.
What are NEW ALTERNATIVES FUND's assets under management (AUM)?
NEW ALTERNATIVES FUND has $272M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are NEW ALTERNATIVES FUND's top holdings?
According to NEW ALTERNATIVES FUND's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include Ameresco Inc, American Water Works Company, Inc., Array Technologies Inc , among others. The complete list of all 18 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is NEW ALTERNATIVES FUND's expense ratio?
Expense ratio data for NEW ALTERNATIVES FUND is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find NEW ALTERNATIVES FUND's SEC filings?
NEW ALTERNATIVES FUND is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0000355767. You can access all of NEW ALTERNATIVES FUND's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000355767). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is NEW ALTERNATIVES FUND's holdings data on StockSifting?
Holdings data for NEW ALTERNATIVES FUND on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.