Morningstar

Meeder Sector Rotation Fund Retail Class FLCGX

Morningstar Medalist Rating
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Medalist Rating as of See Meeder Funds Investment Hub
  • NAV / 1-Day Return $40.10  /  −0.45 %
  • Fund Size $43.5M
  • Adjusted Expense Ratio 1.740%
  • Net Expense Ratio 1.660%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Aggressive Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 0.49%
  • Turnover Ratio 170%
NAV and 1-Day Return as of

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
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Portfolio Holdings FLCGX

More FLCGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.1
Top 10 Holdings
% Portfolio Weight
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