IAFEX Mutual Fund (FI Institutional Group All Foreign Equity Environmental and Social Values Fund) is managed by Fisher Investments with $225,688.13 in net assets. IAFEX expense ratio is 0.68%, holding 74 positions across various sectors. Inception date: 2020-07-17.

IAFEX performance shows a YTD return of 15.87%. The 1-year return is 10.78%. IAFEX dividend yield stands at 1.48%, paid annually.

IAFEX top holdings include a diversified portfolio. View all IAFEX holdings, sector breakdown, or dividend history.

IAFEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. IAFEX alternatives are available via the screener, along with tax-loss harvesting opportunities.