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Meeder Conservative Allocation Fund Institutional Class (IFAIX)

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22.31+0.02 (+0.09%)
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Meeder Conservative Allocation Fund Institutional Class

Meeder Funds

6125 Memorial Dr. PO Box 7177

Dublin, OH 43017

Management Information
Yuntaek Pae,Lead Manager since April 15, 2021
Yuntaek Pae, PhD, CFA. Dr. Pae joined Meeder Asset Management as the Director of Research in April 2021. He worked for Allianz Global Investors in South Korea as an equity analyst between 2005 and 2007. He earned a PhD degree from Illinois Institute of Technology in 2010.
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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 Assets142.08M
YTD Return-2.88%
Morningstar Rating★★★
Inception DateOct 30, 2016

Fund Operations

Last Dividend0.13
Last Cap Gain0.00
Holdings Turnover139.00%
Average for CategoryN/A

Fees & Expenses

ExpenseIFAIXCategory Average
Annual Report Expense Ratio (net)1.13%0.64%
Prospectus Net Expense Ratio1.13%N/A
Prospectus Gross Expense Ratio1.13%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A4.56%
Max Deferred Sales LoadN/A1.00%
3 Yr Expense Projection359N/A
5 Yr Expense Projection622N/A
10 Yr Expense Projection1,375N/A