Morningstar

FI Institutional Group Fixed Income Fund for Retirement Plans QDIBX

Rating as of Sep 30, 2026 See Fisher Investments Investment Hub

Strategy

The investment seeks to outperform, net of fees and expenses, the return of the ICE BofA U.S. Broad Market Index. The fund seeks to achieve its objective by investing primarily in a diversified portfolio of fixed income and fixed income-related securities. Under normal circumstances, it invests at least 80% of its assets in bonds and other fixed income or fixed income-related securities. The fund may invest across a range of maturities, duration and quality, including issues with below investment grade ratings.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
QDIBX	FI Institutional Group Fixed Income Fund for Retirement Plans	Retirement, Large	Open		—	Dec 13, 2019	$3.17M	0.010%	Low	$0	$25,336.45

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