Fisher Investments Institutional Group Stock Fund for Retirement Plans (QDISX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to QDISX
QDISX charges 0.00% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among QDISX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | QDISX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | QDISX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | QDISX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | QDISX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | QDISX vs VMNVX |
Best Risk-Adjusted Alternatives to QDISX
Among mutual funds in the Global Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard Global Capital Cycles Fund | 98 | May 23, 1984 | QDISX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 95 | May 30, 2007 | QDISX vs CAEIX | |
| GMO Climate Change Fund | 95 | Apr 4, 2017 | QDISX vs GCCHX | |
| Artisan Global Equity Fund | 94 | Mar 28, 2010 | QDISX vs ARTHX | |
| Wasatch Global Value Fund Investor Class Shares | 93 | Sep 25, 1996 | QDISX vs FMIEX |
Top Performing QDISX Alternatives (YTD)
QDISX alternatives from the Global Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | 13.06% | Jun 9, 2019 | QDISX vs RTXAX | |
| GMO Climate Change Fund | 10.71% | Apr 4, 2017 | QDISX vs GCCHX | |
| Nuveen Global Infrastructure Fund Class A | 10.36% | Dec 17, 2007 | QDISX vs FGIAX | |
| GQG Partners Global Quality Dividend Income Fund | 10.08% | Jun 29, 2021 | QDISX vs GQFPX | |
| Cohen & Steers Global Infrastructure Fund Class A | 9.35% | Aug 28, 2017 | QDISX vs CSUAX |
Lowest Volatility Alternatives to QDISX
QDISX alternatives from the Global Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | 8.94% | Sep 4, 1990 | QDISX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.06% | Dec 12, 2013 | QDISX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.09% | Dec 12, 2013 | QDISX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.60% | Dec 4, 2013 | QDISX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.73% | — | QDISX vs GLIFX |
Lowest Drawdown Alternatives to QDISX
QDISX alternatives from the Global Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | -6.85% | Sep 4, 1990 | QDISX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | QDISX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | QDISX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | QDISX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | QDISX vs FGIAX |
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Often Compared With QDISX
What investors most often compare with QDISX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Janus Henderson Contrarian Fund | Mid Cap Blend Equities | 16 | -4.88% | Feb 29, 2000 | QDISX vs JACNX | |
| Janus Henderson Growth And Income Fund | Large Cap Blend Equities | 62 | -4.86% | May 15, 1991 | QDISX vs JNGIX | |
| State Street SPDR S&P 500 ETF | S&P 500 | 59 | -3.65% | Jan 22, 1993 | QDISX vs SPY | |
| Janus Henderson Research Fund | Large Cap Growth Equities | 33 | -10.67% | May 3, 1993 | QDISX vs JNRFX | |
| JPMorgan Global Allocation Fund A | Global Equities | 36 | -3.89% | May 31, 2011 | QDISX vs GAOAX |
Compare QDISX with Any Fund or Stock
Compare QDISX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.