Morningstar

Meeder Funds Mutual Funds

View all of Meeder Funds’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Meeder Funds Mutual Funds List

1 to 25 of 31 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Meeder Dynamic Allocation Fund Adviser ClassDYGAXAggressive Allocation
14.41%31.140%Above AverageNo Load$2,500
Meeder Dynamic Allocation Fund Institutional ClassDYGIXAggressive Allocation
14.42%21.130%HighInstitutional$1M
Meeder Muirfield Fund Retail ClassFLMFXTactical Allocation
13.68%221.210%Below AverageNo Load$2,500
Meeder Muirfield Fund Adviser ClassFLMAXTactical Allocation
13.81%220.970%LowNo Load$2,500
Meeder Muirfield Fund Institutional ClassFLMIXTactical Allocation
13.89%210.960%Below AverageInstitutional$1M
Meeder Dynamic Allocation Fund Retail ClassFLDGXAggressive Allocation
14.09%41.460%HighNo Load$2,500
Meeder Moderate Allocation Fund Retail ClassFLDOXModerately Conservative Allocation
5.87%111.510%HighNo Load$2,500
Meeder Tactical Income Fund Institutional ClassBNDIXNontraditional Bond—0.89%441.240%Above AverageInstitutional$1M
Meeder Global Allocation Fund Retail ClassFLFGXTactical Allocation
13.89%212.000%HighNo Load$2,500
Meeder Spectrum Fund Adviser ClassSRUAXLong-Short Equity
13.97%181.190%Below AverageNo Load$2,500
Meeder Moderate Allocation Fund Institutional ClassDVOIXModerately Conservative Allocation
6.10%81.230%HighInstitutional$1M
Meeder Global Allocation Fund Adviser ClassGBPAXTactical Allocation
14.19%191.670%Above AverageNo Load$2,500
Meeder Balanced Fund Institutional ClassBLNIXTactical Allocation
9.44%501.180%AverageInstitutional$1M
Meeder Global Allocation Fund Institutional ClassGBPIXTactical Allocation
14.24%181.610%Above AverageInstitutional$1M
Meeder Balanced Fund Adviser ClassBLNAXTactical Allocation
9.54%491.190%Below AverageNo Load$2,500
Meeder Moderate Allocation Fund Adviser ClassDVOAXModerately Conservative Allocation
6.03%111.240%HighNo Load$2,500
Meeder Conservative Allocation Fund Retail ClassFLRUXConservative Allocation
2.25%301.480%HighNo Load$2,500
Meeder Conservative Allocation Fund Adviser ClassIFAAXConservative Allocation
2.44%221.230%HighNo Load$2,500
Meeder Spectrum Fund Retail ClassFLSPXLong-Short Equity
13.69%181.590%Above AverageNo Load$2,500
Meeder Conservative Allocation Fund Institutional ClassIFAIXConservative Allocation
2.43%231.220%HighInstitutional$1M
Meeder Balanced Fund Retail ClassFLDFXTactical Allocation
9.30%511.470%AverageNo Load$2,500
Meeder Tactical Income Fund Adviser ClassBNDAXNontraditional Bond—0.88%441.250%Above AverageNo Load$2,500
Meeder Spectrum Fund Institutional ClassSRUIXLong-Short Equity
14.00%171.180%AverageInstitutional$1M
Meeder Sector Rotation Fund Adviser ClassQNTAXAggressive Allocation
8.45%751.600%HighNo Load$2,500
Meeder Sector Rotation Fund Institutional ClassQNTIXAggressive Allocation
8.50%731.550%HighInstitutional$1M

Meeder Funds Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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