• FirefoxUpgrade to the new Firefox »
  •  Dow Up 0.13% Nasdaq Up 0.70%

    Meeder Balanced (FLDFX)

    11.13 Up 0.03(0.27%) Dec 26
    Prev Close:11.10
    YTD Return*:8.85%
    Net Assets*:169.35M

    * As of 30-Nov-14

    Quotes delayed, except where indicated otherwise. Currency in USD.


    ยป More Headlines for FLDFX

    Top Holdings

    Symbol% AssetsYTD Return %
    Sentinel Total Return Bond I5.4045.33
    Prudential Total Return Bond Z3.4148.33
    Federated Bond Instl3.27N/A
    Putnam Diversified Income Y2.79N/A
    Thompson Bond2.62N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:169.35M
    Category:Tactical Allocation
    Annual Report Expense Ratio (net):1.33%

    Performance & Risk

    YTD Return:8.85%
    5y Avg Return:8.90%
    Rank in Category (ytd):10
    % Rank in Category (ytd):3.27%
    Beta (3y):1.09
    Morningstar Risk Rating:3

    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. View More
    Your browser doesn't support canvas
    Submit Feedback