QDIBX

About QDIBX

Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans is a mutual fund focused on providing retirement plan investors with exposure to a diversified portfolio of fixed income and fixed income-related securities. Its primary purpose is to offer income generation and capital preservation through investments in government and corporate bonds, mortgage-backed securities, and other debt instruments. The fund typically holds a mix of U.S. Treasury bonds and notes, alongside select corporate debt from major issuers such as JPMorgan Chase, Procter & Gamble, and Comcast. Through top-down macroeconomic analysis and bottom-up credit selection, the fund aims to balance interest rate risk, credit quality, and yield opportunities across market cycles. With a classification as a short-investment-grade debt fund, it seeks to maintain moderate interest rate sensitivity while targeting risk-adjusted returns suitable for institutional retirement portfolios. This fund plays a key role in asset allocation strategies designed to reduce overall portfolio volatility and enhance income within retirement-focused investment plans.