Fiig ESG Fixed Income Fund For RetirementQDVBX

MUTUAL FUNDFisher
Type
Mutual fund
Peer group
Government bond
Net assets
$3.2M
Expense ratio
0.01%
1-year return
+6.7%
3 years, a year
+5.7%
5 years, a year
+0.5%
Holdings
10

What it aims to do.

The FI Institutional Group ESG Fixed Income Fund for Retirement Plans (the Fund) seeks to outperform, net of fees and expenses, the return of the ICE BofA U.S. Broad Market Index (the Benchmark).

Top 10 holdings.

Holding% of fund
United States Treasury Notes18.10%
United States Treasury Bonds18.09%
United States Treasury Notes17.28%
iShares Trust15.96%
United States Treasury Notes9.47%
United States Treasury Notes9.46%
United States Treasury Bonds4.73%
United States Treasury Bonds2.95%
First American Funds Inc.2.29%
United States Treasury Notes1.27%

More on QDVBX.

Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.