FLDFX – Meeder Balanced Retail Investment Strategy | Morningstar

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Strategy

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 30% and a maximum of 70% of its net assets invested in equity securities or underlying funds investing in equity securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
FLDFX	Meeder Balanced Fund Retail Class	No Load	Open			Jan 31, 2006	$18.67M	1.470%	Average	$2,500	$1.85M
BLNAX	Meeder Balanced Fund Adviser Class	No Load	Open			Oct 31, 2016	$71.92M	1.190%	Below Average	$2,500	−$16.53M
BLNIX	Meeder Balanced Fund Institutional Class	Institutional	Open			Oct 31, 2016	$407.25M	1.180%	Average	$1M	$25.70M

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