Morningstar

Meeder Sector Rotation Fund Institutional Class QNTIX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Meeder Funds Investment Hub
  • NAV / 1-Day Return $40.51  /  −0.42 %
  • Fund Size $43.5M
  • Adjusted Expense Ratio 1.550%
  • Net Expense Ratio 1.470%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Aggressive Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 0.65%
  • Turnover Ratio 170%
NAV and 1-Day Return as of

Morningstar’s Analysis QNTIX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Meeder Sector Rotation Institutional 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.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings QNTIX

More QNTIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash And Equivalents

30.61 13M
Cash and Equivalents

MSCI EAFE Index Future Dec 26

12.49 5M
—

E-mini S&P MidCap 400 Future Dec 26

7.42 3M
—

E-mini S&P 500 Future Dec 26

7.02 3M
—

NVIDIA Corp

4.79 2M
Technology

Alphabet Inc Class C

4.69 2M
Communication Services

Apple Inc

4.33 2M
Technology

Microsoft Corp

3.45 2M
Technology

MSCI Emerging Markets Index Future Dec 26

3.31 1M
—

Meta Platforms Inc Class A

2.06 905,025
Communication Services

Sponsor Center