Morningstar

Meeder Conservative Allocation Fund Institutional Class IFAIX

Morningstar Medalist Rating
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Medalist Rating as of See Meeder Funds Investment Hub
  • NAV / 1-Day Return $24.68  /  −0.28 %
  • Fund Size $169.5M
  • Adjusted Expense Ratio 1.220%
  • Net Expense Ratio 0.950%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Conservative Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 2.81%
  • Turnover Ratio 157%
NAV and 1-Day Return as of

Morningstar’s Analysis IFAIX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Meeder Conservative Allocation Instl holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings IFAIX

More IFAIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 64.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Fidelity Advisor Total Bond Z

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PGIM Total Return Bond R6

4.05 7M
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Eaton Vance Emerging Markets Dbt Opps R6

3.54 6M
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