Home
Movement
Investments
Education
Blog
Plans
FI Institutional US Small and Mid-Cap Core Equity Fund USD Class header image

FI Institutional US Small and Mid-Cap Core Equity Fund USD Class

Fund

ISIN IE00BD9BSS80 / Valor null

NAV (2026-04-01)
USD 254.27+0.85%

FI Institutional US Small and Mid-Cap Core Equity Fund USD Class
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive

Fisher Invts Instl US Sm&Md-Cp Cor Eq Fd is an actively managed fund that focuses on investing primarily in U.S. stocks, particularly targeting small and mid-cap companies. The portfolio includes equity-related securities and may allocate up to 10% of its assets to unlisted equities. Additionally, the fund holds cash, money market instruments, and government or corporate bonds to manage liquidity and navigate market volatility. Up to 10% of the fund's assets can also be invested in other investment funds, all aimed at outperforming the Russell 2500 Index.

Content summarized by AI chatbot
Tags:
actively managed us equities russell 2500

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

FI Institutional US Small and Mid-Cap Core Equity Fund A Class
FI Institutional US Small and Mid-Cap Core Equity Fund A Class FI Institutional US Small and Mid-Cap Core Equity Fund A Class
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.84%USD 116.99
FI Institutional US Small and Mid-Cap Core Equity Fund Euro Class Shares (unhedged)
FI Institutional US Small and Mid-Cap Core Equity Fund Euro Class Shares (unhedged) FI Institutional US Small and Mid-Cap Core Equity Fund Euro Class Shares (unhedged) Valor: 39714287
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.04%EUR 110.51
FI Institutional US Small and Mid-Cap Core Equity Fund EUR 2 Class
FI Institutional US Small and Mid-Cap Core Equity Fund EUR 2 Class FI Institutional US Small and Mid-Cap Core Equity Fund EUR 2 Class
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.04%EUR 110.74
FI Institutional US Small and Mid-Cap Core Equity Fund B USD Class
FI Institutional US Small and Mid-Cap Core Equity Fund B USD Class FI Institutional US Small and Mid-Cap Core Equity Fund B USD Class Valor: 39716293
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.84%USD 104.53
FI Institutional US Small and Mid-Cap Core Equity Fund D3 Class Shares (unhedged)
FI Institutional US Small and Mid-Cap Core Equity Fund D3 Class Shares (unhedged) FI Institutional US Small and Mid-Cap Core Equity Fund D3 Class Shares (unhedged) Valor: 13079231
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.27%GBP 127.52
FI Institutional US Small and Mid-Cap Core Equity Fund Sterling GBP Unhedged Class
FI Institutional US Small and Mid-Cap Core Equity Fund Sterling GBP Unhedged Class FI Institutional US Small and Mid-Cap Core Equity Fund Sterling GBP Unhedged Class
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.27%GBP 127.80
FI Institutional US Small and Mid-Cap Core Equity D
FI Institutional US Small and Mid-Cap Core Equity D FI Institutional US Small and Mid-Cap Core Equity D Valor: 13079220
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.85%USD 130.04
FI Institutional US Small and Mid-Cap Core Equity Fund D2 Class Shares (unhedged)
FI Institutional US Small and Mid-Cap Core Equity Fund D2 Class Shares (unhedged) FI Institutional US Small and Mid-Cap Core Equity Fund D2 Class Shares (unhedged)
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.03%EUR 94.09
FI Institutional US Small and Mid-Cap Core Equity Fund B2 Class Shares (unhedged)
FI Institutional US Small and Mid-Cap Core Equity Fund B2 Class Shares (unhedged) FI Institutional US Small and Mid-Cap Core Equity Fund B2 Class Shares (unhedged) Valor: 39716298
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.03%EUR 102.20
SIXFactSetClearbitLogos provided by Clearbit