Nasdaq - Delayed Quote USD

Meeder Conservative Allocation Fund (FLRUX)

22.20 +0.12 (+0.54%)
At close: 8:01 PM EDT

Fund Summary

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 0% and a maximum of 30% of its net assets invested in equity securities or underlying funds investing in equity securities. It will also have a minimum of 70% and a maximum of 100% of its net assets invested in fixed income securities.

Meeder Conservative Allocation Fund

Dublin, OH 43017
6125 Memorial Dr. PO Box 7177

Fund Overview

Category Allocation--15% to 30% Equity
Fund Family Meeder Funds
Net Assets 128.74M
YTD Return 2.97%
Yield 2.89%
Morningstar Rating
Inception Date Jun 21, 1995

Fund Operations

Last Dividend 0.14
Last Cap Gain 0.00
Holdings Turnover 277.00%
Average for Category --

Fees & Expenses

Expense FLRUX Category Average
Annual Report Expense Ratio (net) 1.46% 0.64%
Prospectus Net Expense Ratio 1.46% --
Prospectus Gross Expense Ratio 1.46% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 4.56%
Max Deferred Sales Load -- 1.00%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Mr. Maniar is a Portfolio Manager and has been associated with the Adviser since September 2023, when he joined the team managing the Funds. Mr. Maniar has over 25 years of financial and investment management experience. Mr. Maniar was previously a Fixed Income Strategist at Fidelity Investments and a Senior Portfolio Manager at Charles Schwab from 2008 – 2016.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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