Fisher Investments Institutional Group Stock Fund for Retirement Plans (QDISX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with QDISX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to QDISX
QDISX charges 0.00% annually. No mutual funds in the Global Equities category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | QDISX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | QDISX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | QDISX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | QDISX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | QDISX vs VTWAX |
Best Risk-Adjusted Alternatives to QDISX
QDISX has a PortfoliosLab risk / return rank of 83. There are 25 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 95 | — | Jun 2014 | QDISX vs LVAGX | |
| Polaris Global Value Fund | 93 | — | May 1998 | QDISX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 92 | — | Dec 2005 | QDISX vs EPSYX | |
| GMO Global Equity Allocation Fund | 91 | — | Nov 1996 | QDISX vs GMGEX | |
| John Hancock Global Shareholder Yield Fund | 91 | — | Feb 2007 | QDISX vs JGYIX |
Top Performing QDISX Alternatives (YTD)
QDISX is at 12.04% YTD. There are 93 mutual funds in the Global Equities category with higher YTD returns, going as high as 42.58%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 42.58% | — | Nov 2016 | QDISX vs PGTIX | |
| Oberweis Global Opportunities Fund | 31.52% | — | Jan 1987 | QDISX vs OBEGX | |
| Ariel Global Fund | 26.71% | — | Dec 2011 | QDISX vs AGLOX | |
| T. Rowe Price Global Stock Fund | 24.54% | — | Dec 1995 | QDISX vs PRGSX | |
| Fidelity Advisor Worldwide Fund Class Z | 24.23% | — | Oct 2018 | QDISX vs FIQOX |
Lowest Volatility Alternatives to QDISX
QDISX has 12.95% 1-year volatility. There are 82 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.03% | 2.00B | Dec 2013 | QDISX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.05% | 2.00B | Dec 2013 | QDISX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.20% | — | Jul 2006 | QDISX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.57% | — | Sep 1990 | QDISX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.69% | — | Jan 2016 | QDISX vs SGMAX |
Lowest Drawdown Alternatives to QDISX
QDISX has a 1-year max drawdown of -9.97%. There are 88 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | QDISX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | QDISX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | QDISX vs SGMAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | QDISX vs CSUAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | QDISX vs SVTAX |
Other Mutual Funds from T. Rowe Price
The 10 most viewed T. Rowe Price mutual funds shown here include TRBCX, PRWCX, PRDGX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| T. Rowe Price Blue Chip Growth Fund | Large Cap Growth Equities | 12 | 0.19% | — | Jun 1993 | QDISX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 39 | 4.53% | — | Jun 1986 | QDISX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 52 | 8.54% | — | Dec 1992 | QDISX vs PRDGX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 13 | 0.15% | — | Sep 1985 | QDISX vs PRWAX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 64 | 10.53% | — | Nov 1994 | QDISX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 13 | 0.26% | — | — | QDISX vs TBCIX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 64 | 9.68% | — | Mar 1990 | QDISX vs PREIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 11 | -0.26% | — | Oct 2001 | QDISX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 89 | 44.94% | — | Sep 1987 | QDISX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 31 | 8.90% | — | Feb 2004 | QDISX vs TRRJX |
Often Compared With QDISX
Investors most often compare QDISX with JACNX, SPY, JNGIX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare QDISX with Any Fund or Stock
Compare QDISX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair QDISX with funds that move differently
Fisher Investments Institutional Group Stock Fund for Retirement Plans alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to QDISX.
Explore QDISX Diversifiers