FLRUX : Meeder Conservative Allocation Fund Retail Class

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

FLRUX

Meeder Conservative Allocation Fund Retail Class

FI Score

22 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

3 /10

Category Score

5 /10

Market Size

3 /10

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

Meeder Conservative Allocation Fund Retail Class

Expenses: 1.28% (Better than 0% of similar funds)

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

Fund Summary

The investment seeks to provide income and long-term capital appreciation. The fund invests primarily in common and preferred stocks, as well as fixed income securities. It may also invest in investment companies ("underlying funds"), which include domestic and foreign mutual funds, as well as in exchange traded funds ("ETFs"), closed-end funds, and unit investment trusts. The fund will have a minimum of 0% and a maximum of 30% of its net assets invested in equity securities or underlying funds investing in equity securities. It will also have a minimum of 70% and a maximum of 100% of its net assets invested in fixed income securities.

Largest Holdings

Amount Holding
7.67% Xtrackers USD High Yield Corp Bd ETF
6.98% iShares Core US Aggregate Bond ETF
6.64% Vanguard Total Bond Market ETF
5.58% iShares JP Morgan USD Em Mkts Bd ETF
4.53% Baird Core Plus Bond Inst
4.19% PGIM Total Return Bond R6
3.83% Dodge & Cox Income
3.16% Segall Bryant & Hamill Plus Bond Instl
2.92% United States Treasury Notes 0.23%
2.80% Pioneer Bond Y
2.72% DoubleLine Total Return Bond I
2.49% Vanguard Short-Term Bond ETF
2.18% Vanguard Interm-Term Corp Bd ETF
2.14% Lord Abbett High Yield I
2.13% Guggenheim Total Return Bond Instl
2.09% SPDR® Blmbg Barclays High Yield Bd ETF
1.94% United States Treasury Notes 0.37%
1.38% TCW Emerging Markets Income I
1.37% United States Treasury Notes 0.58%
1.31% MSCI EAFE Index Future June 20
1.12% Microsoft Corp
1.10% Apple Inc
1.05% United States Treasury Notes 0.44%
1.04% United States Treasury Notes 0.19%

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