New Alternatives Fund
Shareclass
New Alternatives A (NALFX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund New Alternatives Fund
FUND COVERAGE
# of holdings35
% of assets85%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
29 / 40
Gender Equality: Equal Compensation and Work Life Balance
10 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Iberdrola SA5.91%$14.53M
- 2. Enel SpA4.61%$11.35M
- 3. Schneider Electric SE1.17%$2.89M
- 4. EDP-Energias De Portugal SA0.82%$2.02M
- 5. Xylem Inc1.21%$2.99M
- 6. Terna SpA4.7%$11.57M
- 7. Siemens AG6.1%$15.01M
- 8. Trane Technologies PLC Class A2.4%$5.9M
- 9. Owens-Corning Inc1.45%$3.57M
- 10. Acciona SA4.52%$11.13M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shimano Inc ADR0.29%$702,500
- 2. Brookfield Renewable Corp Ordinary Shares - Class A (Exchangeable Sub Votin6.24%$15.36M
- 3. Enphase Energy Inc0.38%$930,750
- 4. Infratil Ltd4.31%$10.61M
- 5. Mueller Water Products Inc Class A shares0.1%$254,200
- 6. Clearway Energy Inc Class A6.36%$15.65M
- 7. Sprouts Farmers Market Inc0.31%$763,200
- 8. Panasonic Holdings Corp ADR - Unsponsored1.09%$2.67M
- 9. Northland Power Inc1.81%$4.47M
- 10. WESCO International Inc0.16%$388,250
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager survey
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
EXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund New Alternatives Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
0
$0
0%
Borders high risk
0
$0
0%
Total
0
$0
0%
Holdings — 0 flagged holdings
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
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