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 July 31, 2018, Series F2
5-Star Fund 1 Yr 3 Yr 5 Yr 10 Yr SI
NEI Canadian Dividend Fund 9.63 7.36 9.45 8.22 9.62
NEI Canadian Small Cap Equity RS Fund 11.36 8.48 9.27 9.47 8.11
4-Star Fund
NEI Balanced Yield Portfolio 6.19 5.12 N/A N/A 6.49
NEI Canadian Equity Fund 15.05 9.95 11.82 9.03 7.73
NEI Emerging Markets Fund 7.52 7.89 9.31 N/A 6.73
NEI Global Equity RS Fund 12.68 9.34 12.81 8.21 6.88
NEI Global High Yield Bond Fund 0.43 4.67 4.55 6.26 5.15
NEI Growth and Income Fund 12.11 7.99 9.64 7.07 6.01
NEI Select Income and Growth Portfolio 5.29 3.27 5.44 N/A 5.53
NEI Select Income and Growth RS Portfolio 5.46 2.94 5.41 N/A 5.40
NEI Select Income RS Portfolio 4.75 2.93 N/A N/A 4.06

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