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NEI Northwest Tactical Yield CC T

NWT40190
10.40
+0.01
+0.11%
2017-10-13
5 Years
  • Previous Close

    10.39

  • Net Assets

    4.73M

  • Yield

    3.84%

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

Inception

2011-11-16

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