More than just ratings

Whether you're looking for diversification or competitive solutions that can help grow your portfolio, NEI offers a broad selection of 4 and 5 star performers that can complement your portfolio. Choose from a wide selection of funds from Canada's leader in Responsible Investing.1

Morningstar® Overall Rating* Performance as of December 31, 2018, Series F2
5-Star Fund 1 Yr 3 Yr 5 Yr 10 Yr SI
NEI International Equity Fund -1.43 4.84 7.40 8.44 4.86
4-Star Fund
NEI Balanced Yield Portfolio -3.62 3.87 N/A N/A 4.34
NEI Canadian Dividend Fund -7.80 4.36 4.78 9.12 8.66
NEI Canadian Equity Fund -9.26 4.97 5.50 10.01 6.44
NEI Canadian Small Cap Equity RS Fund -10.20 4.97 3.12 11.15 6.60
NEI Global Equity RS Fund -5.02 5.32 8.41 9.55 5.82
NEI Global High Yield Bond Fund -5.18 5.07 2.86 8.82 4.61
NEI Growth and Income Fund -5.65 4.60 5.26 7.96 5.17
NEI International Equity RS Fund -3.95 1.87 5.34 7.13 3.31
NEI Jantzi Social Index Fund -8.08 6.80 4.22 8.00 3.29
NEI Select Growth & Income RS Portfolio -2.24 3.30 5.30 N/A 5.74
NEI Select Income & Growth Portfolio -2.67 2.37 3.73 N/A 4.82
NEI Select Income & Growth RS Portfolio -1.91 2.18 3.84 N/A 4.76
NEI U.S. Dividend Fund -0.46 5.30 9.27 13.30 5.28
NEI U.S. Equity Fund 2.00 6.77 11.62 12.87 8.37

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