Flex-funds Quantex
Flex-funds
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Phone: 800-325-3539
| Category: | Mid-Cap Value | | Fund Family: | Flex-funds | | Net Assets: | 11.17M | | Year-to-Date Return: | 55.37% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 20-Mar-85 |
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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 long-term capital appreciation. The fund normally invests at least 80% of net assets in the equity securities of small and mid-capitalization companies and at least 65% in growth stocks. The fund may continue to hold or buy additional shares of a company that is no longer of comparable size until the next annual readjustment of the fund.It relies exclusively on a quantitative investment approach when selecting securities.It will be diversified throughout all major industry sectors. |
| Last Dividend
(31-Dec-07):
| 0.08 | | Last Cap Gain
(18-Dec-01):
| 0.70 | | Annual Holdings Turnover
| 49.00% | | Average for Category:
| 91.15% |
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| Expense | FLCGX | Category
Avg | | Total Expense Ratio: | 2.01%
| 1.36% | | Max 12b1 Fee: | 0.40%
| N/A | | Max Front End Sales Load: | %
| 5.44% | | Max Deferred Sales Load: | %
| 2.49% | | 3 Yr Expense Projection*: |
$ 682 | $661 | | 5 Yr Expense Projection*: |
$ 1,187 | $1,033 | | 10 Yr Expense Projection*: |
$ 2,576 | $2,042 |
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0.34% Nasdaq 
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