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Morningstar

Meeder Global Allocation Retail FLFGX

Morningstar Medalist Rating
Medalist Rating as of | See Meeder Funds Investment Hub
  • NAV / 1-Day Return 11.45  /  −0.35 %
  • Total Assets 33.8 Mil
  • Adj. Expense Ratio
    2.010%
  • Expense Ratio 2.010%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Global Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.79%
  • Turnover 262%

USD | NAV as of Apr 20, 2024 | 1-Day Return as of Apr 20, 2024, 12:21 AM GMT+0

Morningstar’s Analysis FLFGX

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

  • People Pillar

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

Meeder Global Allocation Retail boasts strong People and Process Pillar ratings, but other weaknesses hold this strategy's Morningstar Medalist Rating at Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FLFGX

More FLFGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 66.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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