FLDGX Mutual Fund

FLDGX Mutual Fund (Meeder Dynamic Allocation Fund Retail Class) is managed by Meeder with $45.2M in net assets. FLDGX expense ratio is 1.42%, holding 232 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2000-02-29.

FLDGX performance shows a YTD return of 11.82%. The 1-year return is 21.08% and the 5-year return is 9.88%. FLDGX dividend yield stands at 6.50%, paid quarterly.

FLDGX top holdings include Meeder Government (32.8%), Apple, Inc (4.1%), Nvidia Corp. (3.9%), Microsoft Corp (3.6%), Alphabet Inc. C (3.5%). Go to all FLDGX holdings, FLDGX sectors, or FLDGX dividends.

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