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Meeder Conservative Allocation Retail (FLRUX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
22.87+0.11 (+0.48%)
As of 08:06AM EDT. Market open.

Meeder Conservative Allocation Retail

Dublin, OH 43017

6125 Memorial Dr. PO Box 7177

Meeder Funds

Management Information
,Lead Manager since March 30, 2018
Joseph Bell, CFA, CMT, MBA. Mr. Bell is the CIO of Meeder Investment Management. Mr. Bell has been a Portfolio Manager at Meeder since March 2018, when he joined the team managing the Mutual Funds. Mr. Bell was previously a Senior Market Strategist and a Senior Equity Analyst at Schaeffer’s Investment Research.
Morningstar Style Box
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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.

Fund Overview

CategoryAllocation--15% to 30% Equity
Fund FamilyMeeder Funds
Net Assets129.48M
YTD Return1.08%
Yield2.75%
Morningstar Rating★★★★
Inception DateJun 20, 1995

Fund Operations

Last Dividend0.62
Last Cap Gain0.00
Holdings Turnover277.00%
Average for CategoryN/A

Fees & Expenses

ExpenseFLRUXCategory Average
Annual Report Expense Ratio (net)1.39%0.64%
Prospectus Net Expense Ratio1.39%N/A
Prospectus Gross Expense Ratio1.39%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A4.56%
Max Deferred Sales LoadN/A1.00%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A