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Morningstar

Meeder Conservative Allocation Retail FLRUX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 21.37  /  0.14 %
  • Total Assets 123.0 Mil
  • Adj. Expense Ratio
    1.220%
  • Expense Ratio 1.450%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Allocation—15% to 30% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.18%
  • Turnover 210%

USD | NAV as of Jan 28, 2023 | 1-Day Return as of Jan 28, 2023, 1:12 AM GMT+00:00

Morningstar’s Analysis FLRUX

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

People Pillar

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

Summary

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A strong Process Pillar rating isn't sufficient for Meeder Conservative Allocation Retail to overcome lower marks in Parent and other areas. This strategy retains its Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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