Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans (QDIBX)

Overview

The fund is designed for investors looking to diversify their portfolio through investments primarily in a range of fixed income and fixed income-related securities. It targets achieving its investment objective by allocating at least 80% of its assets towards bonds and other related securities. By embracing a strategy that allows for investment across different maturities, durations, and quality—including securities with below investment grade ratings—it offers a flexible approach towards asset allocation in the fixed income space. This diversification strategy aims to cater to various investor profiles, seeking to balance risk and returns in the dynamically changing market conditions.

Products and Services

• Diversified Fixed Income Portfolio

  This product focuses on investing in a wide range of fixed income and related securities. The aim is to offer investors exposure to various bond markets, potentially reducing risk through diversification. This strategy is suitable for investors seeking a blend of income and stability within their investment portfolio.

• Investment in Bonds

  The fund commits at least 80% of its assets in bonds, positioning it as a foundation for those looking to anchor their investments in fixed income securities. Bonds and other fixed income securities are selected across a spectrum of maturities, durations, and credit qualities, including those with lower credit ratings. This approach is designed to enhance yield opportunities while managing exposure to credit and interest rate risk.

• Flexibility Across Maturities and Quality

  An essential characteristic of the fund is its flexibility in investment choices, allowing it to navigate across different maturities and bond qualities. This flexibility enables the fund to adapt to changing economic conditions and to take advantage of opportunities across the entire fixed income universe, including high-yield issues. It's tailored for investors who are seeking dynamic asset allocation strategies that can respond to market shifts.