MENU
+Compare
NAEFX
Mutual Fund ticker: NASDAQ
AS OF
Sep 25 closing price
Price
$73.63
Change
-$0.35 (-0.47%)
Net Assets
269.35M

NAEFX New Alternatives Investor Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation, with income as a secondary objective... Show more

Category: #World Stock
Interact to see
Advertisement
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation, with income as a secondary objective. The fund seeks to achieve its investment objective by investing in equity securities. The equity securities in which the fund invests consist primarily of common stocks. Other equity securities in which the fund may invest include YieldCos, American Depository Receipts ("ADRs"), real estate investment trusts ("REITs") and publicly-traded master limited partnerships ("MLPs"). The fund makes investments in a wide range of industries and in companies of all sizes.

Market Cap

The average market capitalization across the New Alternatives Investor MF is 10.2B. The market cap for tickers in the group ranges from 3.34B to 24.89B. VEOEY holds the highest valuation in this group at 24.89B. The lowest valued company is CWEN.A at 3.34B.

Volume

The average weekly volume growth across all stocks in the New Alternatives Investor MF was 43%. For the same stocks of the MF, the average monthly volume growth was 88% and the average quarterly volume growth was 315%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 26
P/E Growth Rating: 53
Price Growth Rating: 56
SMR Rating: 79
Profit Risk Rating: 84
Seasonality Score: -75 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category WorldStock

Profile
Fundamentals
Details
Category
Global Small/Mid Stock
Address
New Alternatives Fund Inc150 Broadhollow Road, Suite Ph 02Melville
Phone
N/A
Web
www.newalternativesfund.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
PCITX27.29N/A
N/A
Victory Pioneer International Equ C
CAMSX17.50N/A
N/A
Cambiar Small Cap Inv
FKCSX41.13N/A
N/A
Federated Hermes Kaufmann Small Cap C
BSPIX778.46N/A
N/A
iShares S&P 500 Index Institutional
CSAZX15.48N/A
N/A
Columbia Global Opportunities Inst

NAEFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, NAEFX has been closely correlated with SCWCX. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if NAEFX jumps, then SCWCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NAEFX
1D Price
Change %
NAEFX100%
N/A
SCWCX - NAEFX
77%
Closely correlated
-1.02%
RSLFX - NAEFX
77%
Closely correlated
-1.02%
RSLBX - NAEFX
77%
Closely correlated
-1.01%
RSLEX - NAEFX
65%
Loosely correlated
-1.02%
RSLAX - NAEFX
65%
Loosely correlated
-1.02%
More