Morningstar

Meeder Balanced Fund Adviser Class BLNAX

Morningstar Medalist Rating
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Medalist Rating as of See Meeder Funds Investment Hub
  • NAV / 1-Day Return $14.80  /  −0.27 %
  • Fund Size $496.5M
  • Adjusted Expense Ratio 1.190%
  • Net Expense Ratio 1.060%
  • Fee Level: Distribution Below Average
  • Share Class Type No Load
  • Morningstar Category Tactical Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 1.32%
  • Turnover Ratio 243%
NAV and 1-Day Return as of

Morningstar’s Analysis BLNAX

Will BLNAX outperform in the 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 BLNAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BLNAX 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 BLNAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Meeder Balanced Adviser holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings BLNAX

More BLNAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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