Flex-funds Strategic Growth
Flex-funds
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Phone: 800-325-3539
| Category: | Large Blend | | Fund Family: | Flex-funds | | Net Assets: | 32.28M | | Year-to-Date Return: | 28.43% | | Yield: | 0.65% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Jan-06 |
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Dale Smith
Lead Manager since
31-Jan-06 | | | 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: | $0 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks growth of capital. The fund is a fund of funds, primarily invests in open-end or closed-end investment companies (the ?underlying funds?). The underlying funds in which the fund invests primarily seek capital growth or appreciation, without regard to current income, by investing in common stock or securities convertible into or exchangeable for common stock. It may invest up to 100% of assets directly in , or in underlying funds investing in, futures contracts and options on futures contracts. |
| Last Dividend
(31-Dec-08):
| 0.05 | | Last Cap Gain
(20-Dec-07):
| 0.62 | | Annual Holdings Turnover
| 178.00% | | Average for Category:
| 70.87% |
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| Expense | FLFGX | Category
Avg | | Total Expense Ratio: | 2.38%
| 1.09% | | Max 12b1 Fee: | 0.45%
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.59% | | 3 Yr Expense Projection*: |
$ 742 | $774 | | 5 Yr Expense Projection*: |
$ 1,270 | $1,287 | | 10 Yr Expense Projection*: |
$ 2,716 | $2,366 |
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0.17% Nasdaq 0.00%
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