Meeder Strategic Growth
Flex-Funds6125 Memorial Dr. PO Box 7177Dublin, OH 43017
Map
Phone: 800-325-3539
| Category: | Large Growth | | Fund Family: | Flex-funds | | Net Assets: | 83.55M | | Year-to-Date Return: | 8.44% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | Jan 30, 2006 |
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Robert Meeder Jr.
Lead Manager since Jan 30, 2006 | | | Meeder is a vice president and portfolio manager at R. Meeder & Associates, his employer since 1983. He is active in the firm's management, client service, and new-business development. Meeder says that he uses tactical asset allocation in his portfolio management, combined with a defensive-investing technical discipline. Outside of work, Meeder is involved with several organizations, including the Columbus Zoo and Easter Seals. He was born March 11, 1961 in Mansfield, Ohio. |
| 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 |
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| The investment seeks to provide long-term capital appreciation.
The fund pursues its investment objective by investing primarily in common and preferred stocks. It also invests in equity investment companies ("underlying funds"), which include domestic and foreign mutual funds, exchange traded funds ("ETFs"), closed-end funds, and unit investment trusts. The current target allocation is comprised of the following: 25% large-cap holdings, 20% mid-cap holdings, 17.5% international holdings, 12.5% small-cap holdings, 12.5% real estate holdings, and 12.5% commodities holdings. |
| Last Dividend
(Dec 30, 2010)
:
| 0.03 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(Dec 29, 2011)
:
| 86.00% | | Average for Category: | 61.12% |
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| Expense | FLFGX | Category Avg |
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| Annual Report Expense Ratio (net): | 1.39% | 1.24% | | Prospectus Net Expense Ratio: | 1.51% | N/A | | Prospectus Gross Expense Ratio: | 1.70% | N/A | | Max 12b1 Fee: | 0.25% | N/A | | Max Front End Sales Load: | N/A | 5.42% | | Max Deferred Sales Load:
| N/A | 2.40% | | 3 Yr Expense Projection*: | 627 | 579 | | 5 Yr Expense Projection*: | 1,078 | 913 | | 10 Yr Expense Projection*: | 2,327 | 1,832 |
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0.05(0.45%) May 24