NasdaqGM - Delayed Quote USD

Meeder Dynamic Allocation Retail (FLDGX)

15.77 +0.06 (+0.38%)
At close: 8:01 PM EDT

Investment Information

Min Initial Investment
2,500
Min Initial Investment, IRA
5
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
1
Min Subsequent Investment, AIP
--

Broker Availability

  • Commonwealth Universe

Fund Summary

The fund pursues its investment objective by investing primarily in common and preferred stocks, as well as fixed income securities. It also invests in equity investment companies ("underlying funds"), which include foreign and domestic mutual funds, as well as in exchange traded funds ("ETFs"), closed-end funds, and unit investment trusts. The fund will have a minimum of 80% and a maximum of 95% of its net assets invested in equity securities or underlying funds investing in equity securities.

Fund Overview

Category Allocation--85%+ Equity
Fund Family Meeder Funds
Net Assets 371.41M
YTD Return 16.52%
Yield 1.31%
Morningstar Rating
Inception Date Feb 29, 2000

Performance & Risk

YTD Return 17.56%
5y Average Return 12.08%
Rank in Category (ytd) 27
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.27
Morningstar Risk Rating

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