QDVSX – FI Instl ESG Stck Fd for Ret Plns Investment Strategy | Morningstar

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Strategy

The investment seeks to outperform, net of fees and expenses, the return of the MSCI ACWI Investable Markets Index. The fund adviser seeks to achieve its objective by investing primarily in a portfolio of global equity securities, including securities of emerging market companies. Under normal circumstances, it invests at least 80% of its assets in common stocks that meet the fund's environmental, social and governance guidelines at the time of investment.

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
QDVSX	FI Institutional Group ESG Stock Fund for Retirement Plans	Retirement, Large	Open		—	Dec 13, 2019	$413,730.00	0.000%	Low	$0	$4,119.79

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