Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans

Shareclass

Fisher IIG ESG Stck for Ret Plns (QDVSX)

Type

Open-end mutual fund

Manager

Fisher Investments

Flagged investments:

$42,313, 14% of assets

Higher risk:

$0, 0% of assets

Private prison operators:

$0, 0% of assets

For each prison industrial complex category, click to see the breakdown of flagged holdings.

Prison industry

Incarceration and detention facilities, services in facilities, supervision and monitoring

holdings

$37,814

invested

13%

of portfolio

Border industry

Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border

holdings

$32,238

invested

11%

of portfolio

All flagged holdings

7 holdings

1.
Microsoft Corp
$11,116
3.68%
2.
Alphabet Inc Class A
$8,344
2.76%
3.
Amazon.com Inc
$8,279
2.74%
4.
Costco Wholesale Corp
$5,243
1.73%
5.
Walmart Inc
$4,832
1.6%

Higher risk
Private prison operator

See all

Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans $QDVSX is 14% ($42,313) invested in companies with prison involvement

Sustainability report card

As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.

Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans QDVSX

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

Search more funds

Financial performance

Performance data provided by

Find more financial data on QDVSX at Morningstar.com

Current fund

QDVSX

Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans

Family

Fisher Investments

Category

Global Large-Stock Growth

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Higher 5-yr returns

3.16% more in annualized returns

Less invested in private prison operators

0.01% less invested

Less invested in higher risk companies, prison industry

0.22% less invested

Less invested in higher risk companies, border industry

1.29% less invested

Less invested in higher risk companies

1.31% less invested

More invested in all screened prison industry companies

0.98% more invested

Less invested in all screened border industry companies

0.48% less invested

Less invested in all screened companies

0.05% less invested

Current fund

QDVSX

Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans

Family

Fisher Investments

Category

Global Large-Stock Growth

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Higher 5-yr returns

3.16% more in annualized returns

Less invested in private prison operators

0.01% less invested

Less invested in higher risk companies, prison industry

0.22% less invested

Less invested in higher risk companies, border industry

1.29% less invested

Less invested in higher risk companies

1.31% less invested

More invested in all screened prison industry companies

0.98% more invested

Less invested in all screened border industry companies

0.48% less invested

Less invested in all screened companies

0.05% less invested

Current fund

QDVSX

Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans

Family

Fisher Investments

Category

Global Large-Stock Growth

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Higher 5-yr returns

3.16% more in annualized returns

Less invested in private prison operators

0.01% less invested

Less invested in higher risk companies, prison industry

0.22% less invested

Less invested in higher risk companies, border industry

1.29% less invested

Less invested in higher risk companies

1.31% less invested

More invested in all screened prison industry companies

0.98% more invested

Less invested in all screened border industry companies

0.48% less invested

Less invested in all screened companies

0.05% less invested

Month-end trailing returns

Performance as of date: 3/31/25

Morningstar suggested benchmark: MSCI ACWI NR USD

Annualized returns

Flagged investments

1-yr

3-yr

5-yr

10-yr

This fund
QDVSX - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans

4.2%

10%

18%

Benchmark

7.43%

7.17%

15%

8.99%

<0.01%

Fund compared to benchmark

-3.22%

3.16%

<0.01% lower

Find more financial data on QDVSX at Morningstar.com

What's next?

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Action toolkit

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See climate risk

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