About FLDOX
The Meeder Moderate Allocation Fund Retail Class is a mutual fund designed to provide investors with a balanced approach to growth and income. Its primary objective is to achieve total return, combining both capital appreciation and current income. To accomplish this, the fund actively allocates its assets across a mix of equity and fixed income securities, primarily investing in common and preferred stocks as well as bonds. It may also utilize other investment vehicles, such as underlying funds and ETFs, to achieve diversification.
The fund typically holds an equity weighting similar to its moderately conservative allocation peers, generally maintaining between 39% and 45% in equities, while the remainder is invested in fixed income and cash equivalents. Notable holdings often include large blend stocks, core plus bonds, and government or high-yield bond exposures, helping to mitigate risk while pursuing steady returns. With approximately 60% of assets in its top ten holdings, the fund emphasizes strategic allocation to key sectors of the market.
Serving investors seeking a moderate risk profile, the Meeder Moderate Allocation Fund Retail Class plays a significant role in asset allocation strategies, aiming to offer stability and growth potential without excessive exposure to market volatility.
Fund Family Meeder Funds
Category Allocation--30% to 50% Equity
Performance Rating Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol FLDOX
Share Class Retail Class
Index Index is not available on Lipper Database
FLDOX had a total return of 11.98% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.60%.
