Nasdaq - Delayed Quote USD
FI Instl ESG Stck Fd for Ret Plns (QDVSX)
17.24
-0.22
(-1.26%)
At close: 8:02:28 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
- Mid Atlantic Capital Corp
- Schwab Institutional
- Mid Atlantic Capital Group
- Schwab All (Retail, Instl, Retirement)
- Schwab Retirement Only
- Pershing Retirement Plan Network
- Mid Atlantic Clearing and Settlement
Fund Summary
The fund adviser 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 that meet the fund's environmental, social and governance guidelines at the time of investment.
Fund Overview
| Category | World Large-Stock Growth |
| Fund Family | Fisher Investments |
| Net Assets | 284.08k |
| YTD Return | -2.97% |
| Yield | 1.64% |
| Morningstar Rating | |
| Inception Date | Dec 13, 2019 |
Performance & Risk
| YTD Return | 3.56% |
| 5y Average Return | 16.40% |
| Rank in Category (ytd) | 68 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.18 |
| Morningstar Risk Rating |
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