Morningstar

Meeder Tactical Income Fund Retail Class FLBDX

Morningstar Medalist Rating
Medalist Rating as of | See Meeder Funds Investment Hub
  • NAV / 1-Day Return 9.63  /  0.00
  • Total Assets 157.0M
  • Adj. Expense Ratio
    1.510%
  • Expense Ratio 0.990%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Nontraditional Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 4.48%
  • Effective Duration 3.09 years

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:10 AM GMT+0

Morningstar’s Analysis FLBDX

Will FLBDX 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 FLBDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Meeder Tactical Income Retail holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings FLBDX

More FLBDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 84.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Advisor Capital & Income Z

16.15 25M
—

Cash And Equivalents

15.36 24M
Cash and Equivalents

PIMCO Low Duration Income Instl

13.85 22M
—

Diamond Hill Short Dur Securitized Bd Y

10.59 17M
—

Guggenheim Total Return Bond Instl

10.39 16M
—

PGIM Total Return Bond R6

10.39 16M
—

Eaton Vance Emerging Markets Dbt Opps R6

9.70 15M
—

State Street® SPDR® Blmbg Hi Yld Bd ETF

8.55 13M
—

iShares 20+ Year Treasury Bond ETF

5.00 8M
—

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