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Meeder Conservative Allocation Retail FLRUX

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%

Morningstar’s Analysis FLRUX

Will FLRUX outperform in future?

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

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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