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New Alternatives

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New Alternatives

(NALFX)

The New Alternatives fund is strongly oriented toward domestic and foreign companies that produce and conserve energy in ways that protect the environment.

Strategy: The New Alternatives fund relies heavily on its adviser, Accrued Equities, to assess the value of any securities that it chooses to invest in. Using a company's technology, management, and prospects as benchmarks, the fund balances the risk of the investment with the value of a security, with special consideration for larger economic and political conditions.

Investments Include:
Johnson Controls (JCI)
Northwest Natural Gas (NWN)
Owens-Corning (OC)
Whole Foods Market (WFMI)
SolarWorld (SWVG.DE)

Performance:
Year to Date: -14.65%
1-year -11.38%
3-year 16.28%