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NEI Northwest Growth & Income Series A

NWT106
9.37
+0.05
+0.51%
2017-10-20
5 Years
  • Previous Close

    9.32

  • Net Assets

    79.17M

  • Yield

    0.02%

  • Front load

    None

  • Expenses

    -

  • Category

    Global Equity Balanced

  • Morningstar Risk

    Average

  • Morningstar Rating ★★★
Profile

Name of Issuer

NEI Investments

Fund Style

Open

Fund Manager

Richard Fogler

Investment Style

Large Blend

The Portfolio’s investment objective is to provide income with some long-term capital growth primarily through exposure to Canadian and foreign equity securities and, to a lesser extent, exposure to fixed income investments. To achieve its objective, the Portfolio will invest in underlying mutual funds, which may be managed by NEI Investments, which hold equities and fixed income securities.

Purchase Information

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

Inception

1995-05-01

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