Fisher Investments Mutual Funds List
Here you can find all mutual funds issued by Fisher Investments and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 1
- Avg. Expense Ratio
- 1.14%
- Avg. 1 Year Return
- 3.82%
- Avg. 5 Year Return
- 2.67%
- Median Risk/Return Score
- —
Fisher Investments Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Tactical Multi-Purpose Fund | Ultrashort Bond | Mar 30, 2017 | 1.14% | 1.52% | — | 3.75% | — |
Explore top Fisher Investments Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best-Performing Fisher Investments Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Tactical Multi-Purpose Fund | 2.67% | — | Mar 2017 |
Lowest-Cost Fisher Investments Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Tactical Multi-Purpose Fund | 1.14% | — | Mar 2017 |
Highest-Yield Fisher Investments Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Tactical Multi-Purpose Fund | 3.75% | — | Mar 2017 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.