Fiig ESG Stock Plan For RetirementQDVSX

MUTUAL FUNDFisher
Type
Mutual fund
Peer group
Global equity
Net assets
$387,940
Expense ratio
0.00%
1-year return
+28.2%
3 years, a year
+26.2%
5 years, a year
+14.5%
Holdings
101

What it aims to do.

The FI Institutional Group ESG Stock Fund for Retirement Plans (the Fund) seeks to outperform, net of fees and expenses, the return of the MSCI ACWI Investable Market Index (the Benchmark).

Top 10 holdings.

Holding% of fund
TSM Taiwan Semiconductor Manufacturing Co., Ltd.3.67%
NVDA NVIDIA Corp.3.24%
AAPL Apple Inc.2.72%
LLY Eli Lilly & Co.2.71%
ASML ASML Holding N.V.2.63%
GOOGL Alphabet Inc.2.17%
MSFT Microsoft Corp.2.13%
Schneider Electric SE1.69%
CMI Cummins Inc.1.66%
Banco Bilbao Vizcaya Argentaria SA1.60%

More on QDVSX.

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