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 $426,508.87 in net assets. holding 99 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2019-12-13.
QDVSX performance shows a YTD return of 10.80%. The 1-year return is 27.79% and the 5-year return is 12.47%. QDVSX dividend yield stands at 11.11%, paid annually.
QDVSX top holdings include Taiwan Semiconductor - Adr (3.9%), 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.