Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.
1 to 6 of 6 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 Class | DYGAX | Aggressive Allocation | 14.41% | 3 | 1.140% | Above Average | No Load | $2,500 | ||
| Meeder Dynamic Allocation Fund Institutional Class | DYGIX | Aggressive Allocation | 14.42% | 2 | 1.130% | High | Institutional | $1M | ||
| Meeder Muirfield Fund Retail Class | FLMFX | Tactical Allocation | 13.68% | 22 | 1.210% | Below Average | No Load | $2,500 | ||
| Meeder Muirfield Fund Adviser Class | FLMAX | Tactical Allocation | 13.81% | 22 | 0.970% | Low | No Load | $2,500 | ||
| Meeder Muirfield Fund Institutional Class | FLMIX | Tactical Allocation | 13.89% | 21 | 0.960% | Below Average | Institutional | $1M | ||
| Meeder Dynamic Allocation Fund Retail Class | FLDGX | Aggressive Allocation | 14.09% | 4 | 1.460% | High | No Load | $2,500 |
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.