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Meeder Balanced Retail FLDFX

Quantitative rating as of
  • NAV / 1-Day Return 11.90  /  0.68 %
  • Total Assets 356.0 Mil
  • Adj. Expense Ratio
    1.360%
  • Expense Ratio 1.470%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Tactical Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.98%
  • Turnover 205%

Morningstar’s Analysis FLDFX

Will FLDFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Strength in the People Pillar isn't sufficient for Meeder Balanced Retail to overcome weaker marks in areas such as their Parent rating, limiting this strategy to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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