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Fisher Investments Funds

Fisher Investments is a company that sells mutual funds with $7M in... Fisher Investments is a company that sells mutual funds with $7M in assets under management. The average expense ratio from all mutual funds is 0.08%. 100.00% of all the mutual funds are no load funds. The oldest fund launched was in 2017. The average manager tenure for all managers at Fisher Investments is 2.43 years. The company offers investors 8 mutual funds, in terms of the number of individual fund symbols. View more View less

Fisher Investments is a company that sells mutual funds with $7M in assets under management. The average expense ratio from all mutual funds is 0.08%. 100.00% of all the mutual funds are no... Fisher Investments is a company that sells mutual funds with $7M in assets under management. The average expense ratio from all mutual funds is 0.08%. 100.00% of all the mutual funds are no load funds. The oldest fund launched was in 2017. The average manager tenure for all managers at Fisher Investments is 2.43 years. The company offers investors 8 mutual funds, in terms of the number of individual fund symbols. View more View less

Overview

Returns

Income

Allocations

Fees

About

Filter by Security Type
As of 11/29/23
Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans

QDIBX | Fund | Instl

$8.74

+0.34%

$2.75 M

2.44%

$0.21

2.25%

-3.96%

-

-

0.01%

Fisher Investments Institutional Group ESG Fixed Income Fund for Retirement Plans

QDVBX | Fund | Instl

$8.68

+0.35%

$2.73 M

2.49%

$0.22

2.17%

-4.19%

-

-

0.02%

Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund

ILESX | Fund | Instl

$14.39

0.00%

$214.72 K

0.48%

$0.07

22.53%

9.99%

-

-

-

Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans

QDVSX | Fund | Instl

$14.68

0.00%

$214.55 K

1.28%

$0.19

22.93%

7.79%

-

-

-

Fisher Investments Institutional Group Stock Fund for Retirement Plans

QDISX | Fund | Instl

$14.51

+0.28%

$212.24 K

1.25%

$0.18

21.58%

7.04%

-

-

-

Fisher Investments Institutional Group U.S. Small Cap Equity Fund

IUSCX | Fund | Instl

$10.42

-0.38%

$182.86 K

0.00%

-

-0.93%

-0.64%

-

-

-

Fisher Investments Institutional Group All Foreign Equity Environmental and Social Values Fund

IAFEX | Fund | Instl

$11.43

+0.09%

$168.91 K

1.48%

$0.17

10.91%

2.04%

-

-

-

Tactical Multi-Purpose Fund

TMPFX | Fund | Other

$10.21

0.00%

$25.38 K

0.00%

-

3.76%

1.00%

0.56%

-

-

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