GBPAX Mutual Fund

GBPAX Mutual Fund (Meeder Global Allocation Fund Adviser Class) is managed by Meeder with $5.1M in net assets. GBPAX expense ratio is 1.59%, holding 236 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2016-10-31.

GBPAX performance shows a YTD return of 10.85%. The 1-year return is 21.31% and the 5-year return is 8.62%. GBPAX dividend yield stands at 12.25%, paid quarterly.

GBPAX top holdings include Obx 2024-Hyb2 A1 3.670% 04/25/2053 (13.2%), Ishares Msci Japan ETF (4.5%), Apple, Inc (3.3%), Nvidia Corp. (3.2%), Alphabet Inc. C (3.0%). Go to all GBPAX holdings, GBPAX sectors, or GBPAX dividends.

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