About QDISX
Fisher Investments Institutional Group Stock Fund for Retirement Plans is an actively managed mutual fund designed to provide global equity exposure for retirement plan participants. The fund’s core objective is to achieve long-term capital appreciation by investing primarily in a diversified portfolio of equity securities across both developed and emerging markets. Consistent with its global approach, the fund typically allocates at least 80% of its assets to common stocks and may also invest in American and Global Depositary Receipts, offering geographic and sector diversity.
The investment strategy employs a top-down process, incorporating proprietary research and analysis of economic, political, and market sentiment factors to inform portfolio construction and thematic positioning. After determining asset allocations by country, sector, and industry, the fund uses quantitative screens to select securities with attractive risk profiles and sufficient liquidity. Notably, the fund’s holdings include prominent global companies such as Nvidia, Apple, and Microsoft, with a significant allocation to U.S.-listed equities, but also exposures to Europe, Asia, and emerging markets.
Benchmarked against the MSCI ACWI Investable Markets Index, the fund aims to capture opportunities across the full spectrum of market capitalizations and regions, making it a comprehensive international equity solution within retirement plans.
Fund Family Fisher Investments
Category World Large-Stock Blend
Performance Rating Above Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol QDISX
Index MSCI ACWI IMI NR
QDISX had a total return of 23.30% in the past year, including dividends. Since the fund's
inception, the average annual return has been 21.40%.
