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NEI Select Balanced RS Portfolio

Type of Products & Solutions: Mutual Fund.
Tickers F000005K8Q (Series F)
Fund Managers NEI Investments
Series A, F, I, O
Inception Year 2009
Client Type Individual Investor, Institutional Investor.
Minimum Investment 500
RI Strategy
Shareholder engagement, Negative screening, ESG integration.
Product Exclusions
  • Gambling
  • Pornography
  • Tobacco
  • Nuclear Energy (Exclusion or Restriction)
  • Weapons/military
Asset Class
Balanced.
Risk Rating
Medium.
Geographic Exposure
International, Emerging Markets, Canada, U.S., Global.