2 / 5 Stars
2 2 2 4 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#137 in World Stock
U.S. News evaluated 304 World Stock Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 36.02 percent over the past year, 8.22 percent over the past three years, 15.01 percent over the past five years, and 7.24 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||7.7%|
|3 Years (Annualized)||8.2%|
|5 Years (Annualized)||15.0%|
|10 Years (Annualized)||7.2%|
The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by investing in equity securities. It invests in equity securities of both U.S. and foreign companies, and has no limitation on the percentage of assets invested in the U.S. or abroad. Under normal market conditions, at least 25% of the fund's total assets will be invested in equity securities of companies in the alternative energy industry.
Fees are Above Average compared to funds in the same category.
New Alternatives Fund has an expense ratio of 1.10 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.