Morningstar

Meeder Sector Rotation Fund Retail Class FLCGX

Morningstar Medalist Rating
Medalist Rating as of | See Meeder Funds Investment Hub
  • NAV / 1-Day Return 39.87  /  −1.04 %
  • Total Assets 44.4M
  • Adj. Expense Ratio
    1.740%
  • Expense Ratio 1.660%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 0.54%
  • Turnover 170%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:12 AM GMT+0

Morningstar’s Analysis FLCGX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Meeder Sector Rotation 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
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FLCGX

More FLCGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 54.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash And Equivalents

34.28 15M
Cash and Equivalents

MSCI EAFE Index Future Sept 26

13.25 6M
—

E-mini S&P 500 Future Sept 26

9.20 4M
—

E-mini S&P MidCap 400 Future Sept 26

7.75 3M
—

NVIDIA Corp

4.90 2M
Technology

Alphabet Inc Class C

4.85 2M
Communication Services

Apple Inc

4.38 2M
Technology

MSCI Emerging Markets Index Future Sept 26

3.90 2M
—

Microsoft Corp

2.94 1M
Technology

Broadcom Inc

1.84 828,028
Technology

Sponsor Center