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 January 31, 2019, Series F2
4-Star Fund 1 Yr 3 Yr 5 Yr 10 Yr SI
NEI Balanced Yield Portfolio -1.36 5.47 N/A N/A 5.02
NEI Canadian Dividend Fund -1.89 6.65 6.16 10.53 8.99
NEI Canadian Equity Fund -2.22 9.25 7.44 11.66 6.92
NEI Canadian Small Cap Equity RS Fund -4.62 7.50 4.16 11.69 6.99
NEI Environmental Leaders Fund -4.37 8.90 N/A N/A 7.18
NEI Global Equity RS Fund -3.98 7.93 9.01 10.80 6.10
NEI Global High Yield Bond Fund -1.78 7.08 3.42 8.68 4.87
NEI Global Total Return Bond Fund -1.18 1.98 3.04 N/A 3.24
NEI Growth and Income Fund -1.03 7.45 6.46 9.25 5.50
NEI International Equity RS Fund -1.88 6.69 8.41 9.57 5.04
NEI Jantzi Social Index Fund -0.09 10.17 5.87 9.20 3.98
NEI Select Income & Growth Portfolio -0.19 3.57 4.09 N/A 5.09
NEI Select Income & Growth RS Portfolio -0.01 3.26 4.03 N/A 4.96
NEI Tractical Yield Fund -2.12 7.00 4.49 N/A 6.28
NEI U.S. Equity Fund 2.95 9.45 12.28 13.89 8.64

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