FLDGX : Meeder Dynamic Allocation Fund Retail Class

FLDGX is a Allocation Market All-In-One with HIGH fees.

FLDGX

Meeder Dynamic Allocation Fund Retail Class

FI Score

22 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

3 /10

Category Score

5 /10

Market Size

3 /10

22% FI Score
  • fldgx
  • Mutual Fund
  • Allocation
  • All-In-One

Meeder Dynamic Allocation Fund Retail Class

Expenses: 1.41% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks to provide long-term capital appreciation. The fund pursues its investment objective by investing primarily in common and preferred stocks, as well as fixed income securities. It also invests in equity investment companies ("underlying funds"), which include foreign and domestic mutual funds, as well as in exchange traded funds ("ETFs"), closed-end funds, and unit investment trusts. The fund will have a minimum of 80% and a maximum of 95% of its net assets invested in equity securities or underlying funds investing in equity securities.

Largest Holdings

Amount Holding
10.96% MSCI EAFE Index Future June 20
4.05% Microsoft Corp
3.96% Apple Inc
2.72% MSCI Emerging Markets Index Future June 20
2.68% Amazon.com Inc
2.24% iShares JP Morgan USD Em Mkts Bd ETF
2.16% Xtrackers USD High Yield Corp Bd ETF
1.67% Alphabet Inc Class C
1.61% E-mini S&P 500 Future June 20
1.49% Berkshire Hathaway Inc Class B
1.22% Facebook Inc A
1.13% Johnson & Johnson
1.06% JPMorgan Chase & Co
1.04% Intel Corp
0.97% Verizon Communications Inc
0.96% Mastercard Inc A
0.94% Merck & Co Inc
0.94% The Home Depot Inc
0.89% AbbVie Inc
0.87% Amgen Inc
0.87% Medtronic PLC
0.86% NVIDIA Corp
0.83% Nike Inc B
0.82% American Tower Corp
0.82% Bank of America Corp

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