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Shareholder Reports

The first mutual fund (1982) focused on alternative energy investment

Shareholder Services

To purchase or redeem shares or for additional help with your account please contact shareholder services

800-441-6580

Shareholder Reports

Schedule of Investments 06-30-2026

Semi-Annual Shareholder Class A Report – 06-30-2026

Semi-Annual Shareholder Investor Report – 06-30-2026

Semi-annual financials and other information – 06-30-2026

April 2026 Prospectus.

Statement of Additional Information (SAI) 4-30-2026

Annual Financial Report-2025

Tailored Annual Financial Report- Class A Shares 12-31-2025

Tailored Annual Financial Report- Investor Shares 12-31-2025

Proxy Voting 2025-2026

To see past reports, please visit our archives.

April 2026 Prospectus Open an Account
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