Flex-funds Muirfield
Flex-funds
Map
Phone: 800-325-3539
| Category: | Large Blend | | Fund Family: | Flex-funds | | Net Assets: | 113.69M | | Year-to-Date Return: | 16.39% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 10-Aug-88 |
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Dale Smith
Lead Manager since
31-Aug-05 | | | 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. |
| 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 capital growth. The fund is a fund of funds, primarily invests in equity funds that invest in common stocks. The adviser overweights mutual fund types that it believes represent above average market potential with below average market risk. The fund may invest up to 100% of assets in money market securities and investment grade bonds as a defensive tactic. It may also invest in common stocks directly. The fund can invest in "traditional" derivatives, such as financial futures contracts and related options as a hedge against changes. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 173.00% | | Average for Category:
| 78.74% |
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| Expense | FLMFX | Category
Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
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0.20% Nasdaq 
0.05 (1.01%) 
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