Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

FI Instl Grp All Frgn Eq Env & Scl Val (IAFEX)

13.20
+0.02
+(0.15%)
At close: 8:01:07 PM EDT

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Schwab Institutional
  • Schwab All (Retail, Instl, Retirement)
  • Schwab Retirement Only

Fund Summary

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").

Fund Overview

Category Foreign Large Growth
Fund Family Fisher Investments
Net Assets 209k
YTD Return 7.31%
Yield 1.59%
Morningstar Rating
Inception Date Jul 17, 2020

Performance & Risk

YTD Return 10.76%
5y Average Return 0.00%
Rank in Category (ytd) 7
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.22
Morningstar Risk Rating

Related Tickers