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    Meeder Balanced (FLDFX)

    11.14 Up 0.08(0.72%) May 1

    Profile as of Mar 30, 2015Get Profile for:
    Meeder Balanced
    Meeder Funds6125 Memorial Dr. PO Box 7177Dublin, OH 43017
    Map
    Phone: 800-325-3539
    Fund Overview 
    Category:Tactical Allocation
    Fund Family:Meeder Funds
    Net Assets:209.59M
    Year-to-Date Return:1.00%
    Yield:2.27%
    Morningstar Rating:4 stars
    Fund Inception Date:Jan 31, 2006
    Morningstar Style Box 
    Tactical Allocation
    [View Category Definition]
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    About the Morningstar Style Box
    Management Information 
    Dale W. Smith
    Lead Manager since Jan 31, 2006
    Smith has been associated with Meeder Asset Management as chief financial officer/chief operating officer since March 2005 and chief investment officer since January 2006. He brings 23 years of financial services experience to Meeder Asset Management, with previous positions as senior vice president, financial services at BISYS Fund Services from 1999 to 2004 and senior vice president, Fund Accounting at BISYS Fund Services from 1996 to 1999. Mr. Smith has been a member of the team managing the Funds since August 2005.
    Investment Information 
    Min Initial Investment:2,500
    Min Initial Investment, IRA:500
    Min Initial Investment, AIP:2,500
    Min Subsequent Investment:100
    Min Subsequent Investment, IRA:100
    Min Subsequent Investment, AIP:100
    FLDFX can be purchased from 39 brokerages.

    Fund Summary 
    The investment seeks to provide income and long-term capital appreciation. The fund invests primarily in common and preferred stocks, as well as fixed income securities. It may also invest in investment companies ("underlying funds"), which include domestic and foreign mutual funds, as well as in exchange traded funds ("ETFs"), closed-end funds and unit investment trusts. The fund will have a minimum of 30% and a maximum of 70%, of its assets invested in equity securities or underlying funds investing in equity securities.

    Fund Operations 
    Last Dividend (Mar 30, 2015) : 0.01
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Apr 29, 2015) : 180.00%
    Average for Category:227.83%
    Fees & Expenses 
    ExpenseFLDFXCategory Avg
    Annual Report Expense Ratio (net):1.33%1.38%
    Prospectus Net Expense Ratio:1.79%N/A
    Prospectus Gross Expense Ratio:1.79%N/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:N/A5.07%
    Max Deferred Sales Load: N/A1.35%
    3 Yr Expense Projection*:566774
    5 Yr Expense Projection*:9751,291
    10 Yr Expense Projection*:2,1162,659
    * Per $10,000 invested