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NEI Northwest Growth & Income CC A

NWT4106
13.72
+0.07
+0.51%
2017-10-20
5 Years
  • Previous Close

    13.65

  • Net Assets

    4.61M

  • Yield

    1.12%

  • Front load

    None

  • Expenses

    -

  • Category

    Global Equity Balanced

  • Morningstar Risk

    Below Average

  • Morningstar Rating ★★★★
Profile

Name of Issuer

NEI Investments

Fund Style

Open

Fund Manager

Richard Fogler

Investment Style

Large Blend

The Fund’s investment objective is to obtain a comparable return to that of NEI Northwest Growth and Income Fund (the “Underlying Fund”). The objective of the Underlying Fund is to provide security of capital and to increase its value through capital appreciation and reinvestment of revenues by investing primarily in a mix of (i) equity securities of Canadian and foreign companies and (ii) bonds, debentures and other securities issued by governments, financial institutions and companies in Canada and in the United States and other foreign countries.

Purchase Information

Initial Purchase 25,000
Initial Purchase: IRA 25,000
Initial Purchase: AIP 25

Inception

2007-11-01

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