Meeder Global Allocation Fund Adviser Class GBPAX Strategy

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Strategy

The investment seeks to provide long-term capital appreciation. The fund has significant flexibility to invest in a broad range of equity and fixed income asset classes in the United States and other markets throughout the world, both developed and emerging. Under normal circumstances, the fund will invest assets allocated to equity investments in at least eight countries other than the United States (“Non-U.S. Countries”).

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
FLFGX
Meeder Global Allocation Fund Retail ClassNo LoadOpen $3.21M2.000%High$2,500−$926,050.59
GBPAX
Meeder Global Allocation Fund Adviser ClassNo LoadOpen $5.00M1.670%Above Average$2,500−$291,527.74
GBPIX
Meeder Global Allocation Fund Institutional ClassInstitutionalOpen $33.77M1.610%Above Average$1M−$2.33M

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