About FLMIX
The Meeder Muirfield Fund Institutional Class is an actively managed mutual fund designed to provide long-term capital appreciation. Structured under a tactical allocation strategy, the fund primarily invests in common and preferred stocks, but may also allocate assets to equity investment companies such as mutual funds, ETFs, closed-end funds, and unit investment trusts. Its investment approach leverages a quantitative process to evaluate market risk-reward dynamics, allowing dynamic and flexible asset allocation across domestic and international equities, index futures, and cash equivalents. The fund typically maintains a concentrated portfolio, with a significant portion often held in cash and equivalents, and notable exposure to large-cap growth companies across sectors like technology, financial services, and consumer cyclicals. The fund is managed with institutional investors in mind, offering a relatively low expense ratio within its peer group and a high degree of active management, as reflected in its turnover rate. Positioned within the tactical allocation category, the Meeder Muirfield Fund Institutional Class aims to adapt to evolving market conditions while still pursuing growth, making it a notable option for institutions seeking a dynamic, risk-managed equity strategy.
Fund Family Meeder Funds
Category Tactical Allocation
Performance Rating High
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol FLMIX
Share Class Institutional Class
Index Index is not available on Lipper Database
FLMIX had a total return of 16.33% in the past year, including dividends. Since the fund's
inception, the average annual return has been 15.01%.
