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Morningstar

Meeder Muirfield Institutional FLMIX

Morningstar Medalist Rating
Medalist Rating as of | See Meeder Funds Investment Hub
  • NAV / 1-Day Return 10.07  /  +1.10 %
  • Total Assets 816.1 Mil
  • Adj. Expense Ratio
    1.020%
  • Expense Ratio 1.020%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Tactical Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.71%
  • Turnover 316%

USD | NAV as of May 07, 2024 | 1-Day Return as of May 07, 2024, 12:27 AM GMT+0

Morningstar’s Analysis FLMIX

Will FLMIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FLMIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FLMIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FLMIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Meeder Muirfield Institutional's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings FLMIX

More FLMIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 50.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash And Equivalents

27.67 220.8 Mil
Cash and Equivalents

MSCI EAFE Index Future June 24

11.34 90.5 Mil
—

E-mini Russell 2000 Index Future June 24

8.36 66.7 Mil
—

Berkshire Hathaway Inc Class B

7.08 56.5 Mil
Financial Services

Microsoft Corp

5.26 42.0 Mil
Technology

E-mini S&P 500 Future June 24

3.78 30.1 Mil
—

NVIDIA Corp

3.47 27.7 Mil
Technology

Alphabet Inc Class C

3.32 26.5 Mil
Communication Services

MSCI Emerging Market Index Future June14

3.06 24.4 Mil
—

Amazon.com Inc

2.74 21.9 Mil
Consumer Cyclical