About FLBDX
Meeder Tactical Income Fund Retail Class is a mutual fund focused on generating long-term total return and income through diversified exposure to fixed income securities. The fund typically invests at least 80% of its net assets in a combination of government, corporate, securitized, and emerging markets bonds, as well as related mutual funds and ETFs. This approach allows the fund to tactically allocate assets across bond sectors, aiming to adapt to changing market conditions and interest rate environments.
With a distinct emphasis on flexibility, the fund manages its interest rate sensitivity and credit exposure to balance risk and reward. Its allocation often features significant positions in U.S. Treasury ETFs, short-duration securitized bonds, high-yield funds, and emerging market debt. Cash and equivalents may also comprise a notable portion, reflecting its tactical management style.
As part of the nontraditional bond category, Meeder Tactical Income Fund Retail Class plays a role for investors and institutions seeking fixed income diversification beyond conventional bond strategies. The fund’s assets, portfolio composition, and turnover rate reflect active management, while its distribution yield and portfolio characteristics make it relevant for those interested in pursuing income within a flexible, risk-managed structure.
Fund Family Meeder Funds
Category Core Plus Bond
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol FLBDX
Share Class Retail Class
Index Bloomberg 1-3 Month US Treasury Bill
FLBDX had a total return of 1.85% in the past year, including dividends. Since the fund's
inception, the average annual return has been 2.61%.
