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Mutual Funds

A wide range of professionally managed mutual funds that make diversification easier and help to balance risk and long-term returns.

 

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How mutual funds work

Mutual funds are pooled investments that allow a large number of individuals to purchase a piece of a fund, known as a unit. A professional fund manager uses the pooled funds to purchase securities according to the mutual fund’s investment objectives.

With mutual funds, simple diversification is made easier, allowing for investment in a broad portfolio of holdings, such as stocks, bonds, and other securities, alongside others with similar risk levels.

Whether clients are seeking income, growth, balanced exposure, or access to specific asset classes, mutual funds can offer a practical way to build and maintain well-diversified portfolios.

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Why NEI mutual funds?

NEI combines investment expertise with a long-standing commitment to responsible investing, giving advisors a broad lineup of solutions to help address client goals across changing market conditions.

A broad lineup of solutions.

NEI offers broad choice across asset classes,
objectives, and investor needs. Flexible solutions
help support diversified, advice-led portfolios.

Trusted expertise and partners.

NEI investment solutions are backed by nearly
four decades of investment leadership, and
supported by world-class money managers.

Results: financial and beyond.

NEI is a recognized specialist in RI, combining competitive historical returns with meaningful
positive change. Collaborating to improve investor outcomes.

Mutual fund series versus ETF series

Both mutual funds and ETFs are professionally managed baskets of individual stocks, bonds or a combination of the two. They differ in how they trade, their liquidity, and costs. Find out how NEI’s mutual funds and ETF series can help meet different investment objectives and portfolio needs.

Mutual Fund series

ETF series

  • ✓ Traded at market price, which changes throughout the day, and may differ from NAV.
  • ✓ Price changes throughout the trading day. 
  • ✓ Trading costs may apply.
  • ✓ Bought and sold on a stock exchange during market hours.
  • ✓ Investors who want trading flexibility and exchange-traded access.

Featured mutual funds

Get access to a variety of professionally managed competitive mutual funds that help balance risk and long-term return potential.

Fixed Income

NEI Global Short-Term Bond Fund F

A core bond strategy focused on shorter maturities, with the potential to help reduce sensitivity to interest-rate changes compared to longer-term bond strategies.

Multi-Asset Solutions

NEI Balanced ETF Portfolio F

A balanced portfolio that combines lower-cost, high-quality equity ETFs with actively managed fixed income strategies.

Multi-Asset Solutions

NEI Growth ETF Portfolio F

A growth portfolio that combines lower-cost, high-quality equity ETFs with actively managed fixed income strategies.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.