FLDFX Mutual Fund

FLDFX Mutual Fund (Meeder Balanced Fund Retail Class) is managed by Meeder with $38.5M in net assets. FLDFX expense ratio is 1.50%, holding 173 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2006-01-31.

FLDFX performance shows a YTD return of 7.14%. The 1-year return is 15.54% and the 5-year return is 6.85%. FLDFX dividend yield stands at 3.17%, paid quarterly.

FLDFX top holdings include Wells Fargo & Co 6.303% 10/23/2029 (23.4%), Baird Core Plus Bond Inst (5.8%), Fidelity Total Bond (5.8%), Fidelity Advisor Capital & Inc (4.4%), Apple, Inc (3.8%). Go to all FLDFX holdings, FLDFX sectors, or FLDFX dividends.

FLDFX can be compared against other funds. Use FLDFX overlap to find shared positions, or FLDFX vs another fund for a side-by-side view. FLDFX alternatives are available via the screener, along with tax-loss harvesting opportunities.