Fiserv, Inc.

Frequently Asked Questions About FI

What does FI invest in?

Fiserv, Inc., along with its global subsidiaries, provides a comprehensive array of technology solutions for payment processing and financial services around the world. The company's operations are divided into three core segments: Acceptance, Fintech, and Payments. The Acceptance division is dedicated to facilitating commerce for merchants. Its offerings encompass point-of-sale (POS) merchant acquiring, digital commerce solutions, and mobile payment services, alongside robust security and fraud protection features. Notable products within this segment include Carat, an integrated omnichannel commerce platform; Clover, a cloud-based solution for POS and business management; and Clover Connect, a specialized platform for independent software vendors. This segment's products are distributed through a variety of channels, including direct sales teams, strategic alliances with agent sales forces, independent software developers, financial institutions, and other key partners. The Fintech segment delivers systems for managing customer deposit and loan accounts, as well as tools for maintaining an institution's general ledger and central information files. Additionally, this division provides digital banking platforms, financial and risk management software, professional services and consulting, item processing and source capture technologies, and a range of other related products and services. The Payments segment specializes in various card transaction services, including the processing of debit, credit, and prepaid cards. It also offers security and fraud prevention, card production, print services, and a variety of network services. Beyond card-based solutions, this segment provides software and services for non-card digital payments, such as bill payment, account-to-account transfers, person-to-person (P2P) payments, electronic billing, and additional security and fraud protection products. Fiserv serves a diverse clientele that includes businesses, banks, credit unions, other financial institutions, merchants, and corporate clients. The company was founded in 1984 and is headquartered in Brookfield, Wisconsin.

What is the expense ratio of FI?

An expense ratio for Fiserv, Inc. (FI) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.

How big is FI?

Fiserv, Inc. (FI) manages $34.31B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is FI actively managed or an index fund?

FI's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was FI launched?

Fiserv, Inc. (FI) launched in September 1986 and is managed by the fund issuer.

How has FI performed?

FI's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.