Fisher Investments Funds List | Morningstar

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Fisher Investments Funds List

Share Class Type

1 to 8 of 8 Results

Name	Ticker	Morningstar Category	Morningstar Rating for Funds Overall	Morningstar Sustainability Rating	Total Return YTD	Total Return Rank in Category YTD	Adjusted Expense Ratio	Fee Level Distribution	Share Class Type	Minimum Initial Investment
Fisher IIG ESG Stck for Ret Plns	QDVSX	Global Large-Stock Growth			12.82%	18	—	Low	Retirement, Large	—
Fisher IIG Stock for Ret Plns	QDISX	Global Large-Stock Growth			13.76%	17	—	Low	Retirement, Large	—
Fisher IIG US Lrg Cp Eq Env & Scl Val	ILESX	Large Growth			11.42%	47	0.470%	Below Average	No Load	—
Fisher IIG All Frgn Eq Env & Scl Val	IAFEX	Foreign Large Growth			7.76%	28	0.680%	Below Average	No Load	—
Fisher IIG ESG Fixed Inc for Ret Plns	QDVBX	Intermediate Core Bond			−1.04%	25	0.020%	Low	Retirement, Large	—
Fisher IIG Fxd Inc for Ret Plns	QDIBX	Intermediate Core Bond			−1.37%	23	0.030%	Low	Retirement, Large	—
Fisher IIG US Sm Cap Eq	IUSCX	Small Growth			1.76%	83	0.750%	Low	No Load	—
Tactical Multi-Purpose	TMPFX	Ultrashort Bond		—	1.62%	90	1.140%	High	No Load	—

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

Category

A category is a way to group investments based on similar risk, return, and behavior profiles.

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Morningstar Medalist Rating for Funds

The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

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Morningstar Rating™ for Funds

The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

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Percentile Rank

Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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