QDVSX Mutual Fund
QDVSX Mutual Fund
QDVSX Mutual Fund
FI Institutional Group ESG Stock Fund For Retirement Plans
QDVSX Mutual Fund Overview
QDVSX Mutual Fund (FI Institutional Group ESG Stock Fund For Retirement Plans) is managed by Fisher Investments with $404,653.82 in net assets. holding 92 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2019-12-13.
QDVSX performance shows a YTD return of 8.55%. The 1-year return is 13.88% and the 5-year return is 11.98%. QDVSX dividend yield stands at 1.75%, paid annually.
QDVSX top holdings include Taiwan Semiconductor Manufacturing Co Ltd (3.7%), NVIDIA Corp (3.7%), Apple Inc (3.2%), Asml Holding N.V. (2.8%), Eli Lilly & Co (2.7%). Go to all QDVSX holdings, QDVSX sectors, or QDVSX dividends.
QDVSX can be compared against other funds. Use QDVSX overlap to find shared positions, or QDVSX vs another fund for a side-by-side view. QDVSX alternatives are available via the screener, along with tax-loss harvesting opportunities.