About FLDGX
Meeder Dynamic Allocation Fund Retail Class is an actively managed mutual fund focused on achieving long-term capital appreciation through dynamic asset allocation. The fund invests primarily in a blend of common and preferred stocks, supplemented by exposure to fixed income securities and various equity investment companies. This includes holdings in both domestic and international mutual funds, exchange-traded funds (ETFs), closed-end funds, and unit investment trusts, allowing for diversified access to global equity markets. The fund maintains a flexible equity allocation, typically ranging from a minimum of 80% to a maximum of 95% of its net assets in equity securities or underlying funds that invest in equities. Its portfolio is notable for a substantial allocation to cash and equivalents, alongside significant positions in index futures such as the MSCI EAFE, S&P 500, and emerging markets, as well as large-cap companies like Berkshire Hathaway, Microsoft, Apple, Amazon, and NVIDIA. Meeder Dynamic Allocation Fund Retail Class serves investors seeking an aggressive allocation strategy, leveraging relative strength and value opportunities across market capitalizations, sectors, and geographies to pursue its objective of capital growth.
Fund Family Meeder Funds
Category Allocation--85%+ Equity
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol FLDGX
Share Class Retail Class
Index Index is not available on Lipper Database
FLDGX had a total return of 16.93% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.83%.
