About IFAIX
Meeder Conservative Allocation Fund Institutional Class is an actively managed mutual fund designed to balance income generation with long-term capital appreciation. Classified as a conservative allocation strategy, the fund focuses on preserving capital, primarily investing across multiple asset classes including both equities and fixed income securities, with a minimum 70% allocation to bonds and up to 30% in equities for diversified risk management. Asset allocation within the portfolio is dynamically adjusted using a tactical, model-driven approach that responds to evolving risk and reward conditions across markets and sectors. The fund typically holds a significant proportion of high-quality domestic and foreign public utilities and a variety of bond funds, including core bond funds, high yield funds, and treasury ETFs, reflecting its conservative posture. Its largest holdings frequently include leading bond funds and substantial cash allocations, indicating its emphasis on stability and income generation. Strong concentration in the top ten holdings further underscores the fund’s defense-oriented stance. The Meeder Conservative Allocation Fund Institutional Class is positioned for institutional investors seeking consistent income, reduced volatility, and measured equity exposure within the broader financial markets.
Fund Family Meeder Funds
Category Allocation--15% to 30% Equity
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol IFAIX
Share Class Institutional Class
Index Index is not available on Lipper Database
IFAIX had a total return of 9.74% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.01%.
