GBPIX Mutual Fund

GBPIX Mutual Fund (Meeder Global Allocation Fund Institutional Class) is managed by Meeder with $33.9M in net assets. GBPIX expense ratio is 1.61%, holding 222 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2016-10-31.

GBPIX performance shows a YTD return of 10.96%. The 1-year return is 21.32% and the 5-year return is 8.53%. GBPIX dividend yield stands at 12.10%, paid quarterly.

GBPIX top holdings include Meeder Government (18.7%), Ishares Msci Japan ETF (4.9%), Nvidia Corp (4.0%), Apple, Inc (4.0%), Alphabet Inc (3.2%). Go to all GBPIX holdings, GBPIX sectors, or GBPIX dividends.

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