About FLMFX
Meeder Muirfield Fund Retail Class is a tactical allocation mutual fund designed to pursue long-term capital appreciation through active risk management and flexible asset allocation. Managed using a quantitative investment approach, the fund primarily invests in common and preferred stocks, but also allocates capital to equity investment companies—including underlying mutual funds, ETFs, closed-end funds, and unit investment trusts—offering broad diversification across domestic and international markets. As an unconstrained strategy, it may shift significant assets into money market instruments or fixed income holdings when stock market conditions appear unfavorable.
With a notable focus on large U.S. equities, its top portfolio positions frequently include major companies like Berkshire Hathaway, Microsoft, Apple, Amazon, and NVIDIA, while maintaining a substantial allocation to cash and equivalents for tactical flexibility. The fund is part of the Meeder Funds family, categorized in the tactical allocation segment, and has demonstrated moderate volatility with a historical beta below 1 over five years. Regular quarterly dividends and a record of historical returns underscore its role as a diversified, tactically managed solution aiming to balance growth with risk control in dynamic market environments.
Fund Family Meeder Funds
Category Tactical Allocation
Performance Rating High
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol FLMFX
Share Class Retail Class
Index Index is not available on Lipper Database
FLMFX had a total return of 21.58% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.31%.
