Morningstar

Meeder Global Allocation Fund Adviser Class GBPAX

Morningstar Medalist Rating
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Medalist Rating as of See Meeder Funds Investment Hub
  • NAV / 1-Day Return $12.97  /  −0.31 %
  • Fund Size $41.3M
  • Adjusted Expense Ratio 1.670%
  • Net Expense Ratio 1.540%
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Tactical Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 0.50%
  • Turnover Ratio 233%
NAV and 1-Day Return as of

Morningstar’s Analysis GBPAX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Meeder Global Allocation Adviser holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings GBPAX

More GBPAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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