FI Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
ILESX
NASDAQ
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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
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U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
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Similar Funds
Performance
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NAV
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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 S&P 500 Index (the "Benchmark"). The fund seeks to achieve its objective by investing primarily in a portfolio of equity securities of large cap issuers located in the United States. Under normal circumstances, it invests at least 80% of its assets in common stocks of U.S. large cap companies that meet its environmental, social and governance ("ESG") guidelines at the time of investment.