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NEI Northwest Tactical Yield Series A

NWT190
11.70
-0.05
-0.39%
2018-04-24
5 Years
  • Previous Close

    11.75

  • Net Assets

    164.69M

  • Yield

    1.42%

  • Front load

    None

  • Expenses

    -

  • Category

    Tactical Balanced

  • Morningstar Risk

    Average

  • Morningstar Rating ★★
Profile

Name of Issuer

NEI Investments

Fund Style

Open

Fund Manager

Daniel Solomon

Investment Style

Large Value

The Fund aims to generate a high level of income while providing some potential for capital growth primarily through exposure to a portfolio of fixed income and high yielding equity securities. The Fund uses a tactical approach to asset allocation based on the attractiveness of the asset class and potential return.

Purchase Information

Initial Purchase 500
Initial Purchase: IRA 500
Initial Purchase: AIP 25

Inception

2010-09-01

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