FI Institutional Group All Foreign Equity Environmental and Social Values Fund
IAFEX
NASDAQ
Rating
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Risk
Fund Information
Fund Type
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Prospectus Objective
Inception Date
Open/Closed to New Investors
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Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
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Similar Funds
Performance
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52-Week Low
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NAV
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52-Week High
Company Information
Provider
Fisher Investments
Manager/Tenure
(Years)
(Years)
Aaron S. Anderson (4), Kenneth L. Fisher (4), William J. Glaser (4), 2 others
Address
6500 International Pkwy
Plano TX - 75093
Plano TX - 75093
Country
United States
Phone Number
800-851-8845
Investment Strategy
The investment seeks to outperform, net of fees and expenses, the return of the MSCI ACWI ex U.S. Index (the "Benchmark"). The fund seeks to achieve its objective by investing primarily in a portfolio of foreign equity securities, including securities of emerging market companies. Under normal circumstances, it invests at least 80% of its assets in foreign common stocks that meet its environmental, social and governance ("ESG") guidelines at the time of investment. The fund may invest in appropriate issuers through depositary receipts including American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs").