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 October 31, 2018, Series F2
5-Star Fund 1 Yr 3 Yr 5 Yr 10 Yr SI
NEI International Equity Fund -1.74 6.71 8.64 8.22 4.92
NEI Select Income and Growth Portfolio -1.33 2.86 4.30 N/A 5.02
NEI Select Income and Growth RS Portfolio -0.58 2.74 4.40 N/A 4.96
4-Star Fund
NEI Balanced Yield Portfolio -1.38 4.52 N/A N/A 5.09
NEI Canadian Dividend Fund -3.58 5.24 6.65 8.77 9.02
NEI Canadian Equity Fund -3.30 6.60 7.86 9.87 6.91
NEI Canadian Small Cap Equity RS Fund 1.00 8.17 6.65 11.52 7.58
NEI Global Equity RS Fund -1.66 7.67 10.20 9.24 6.22
NEI Global High Yield Bond Fund -1.36 4.88 3.84 8.93 4.97
NEI Global Total Return Bond Fund -0.84 1.50 3.11 N/A 3.21
NEI Growth and Income Fund -1.69 5.81 6.87 7.95 5.47
NEI International Equity RS Fund -4.60 2.72 6.37 7.42 3.32
NEI Jantzi Social Index Fund -1.40 7.51 5.73 7.14 3.83
NEI Select Balanced Portfolio -1.87 4.37 5.52 N/A 6.27
NEI Select Balanced RS Portfolio -0.73 3.73 5.53 N/A 5.86
NEI Select Growth and Income RS Portfolio -0.38 4.49 6.21 N/A 6.10
NEI Select Income RS Portfolio -0.45 2.76 N/A N/A 3.32
NEI U.S. Dividend Fund 3.34 7.64 11.12 12.70 5.57
NEI U.S. Equity Fund 5.81 9.29 13.92 12.84 8.70

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