FLDFX Mutual Fund

FLDFX Mutual Fund (Meeder Balanced Fund Retail Class) is managed by Meeder with $24.6M in net assets. FLDFX expense ratio is 1.50%, holding 219 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2006-01-31.

FLDFX performance shows a YTD return of 9.24%. The 1-year return is 15.29% and the 5-year return is 8.54%. FLDFX dividend yield stands at 3.12%, paid quarterly.

FLDFX top holdings include Meeder Government (17.7%), Baird Core Plus Bond Inst (5.3%), Fidelity Total Bond (5.3%), Fidelity Advisor Capital & Inc (4.3%), Apple, Inc (4.0%). 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.