FI Institutional Group Stock Fund for Retirement Plans
QDISX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
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30-Day Total Return
60-Day Total Return
90-Day Total Return
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2-Year Total Return
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5-Year Total Return
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Last Bear Market Total Return
Forward Dividend Yield
Price
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52-Week Low
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NAV
1-Month Low
1-Month High
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52-Week High
Company Information
Provider
Fisher Investments
Manager/Tenure
(Years)
(Years)
Aaron S. Anderson (5), Kenneth L. Fisher (5), William J. Glaser (5), 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 Investable Markets Index. The fund seeks to achieve its objective by investing primarily in a portfolio of global equity securities, including securities of emerging market companies. Under normal circumstances, it invests at least 80% of its assets in common stocks. The fund may also invest in appropriate issuers through depositary receipts including American Depositary Receipts and Global Depositary Receipts.