FLDFX Mutual Fund
FLDFX Mutual Fund
Meeder Balanced Fund Retail Class
FLDFX Mutual Fund Overview
FLDFX Mutual Fund (Meeder Balanced Fund Retail Class) is managed by Meeder with $37.0M in net assets. FLDFX expense ratio is 1.50%, holding 173 positions across sectors including Other, Unknown, Information Technology. Inception date: 2006-01-31.
FLDFX performance shows a YTD return of 7.51%. The 1-year return is 16.92% and the 5-year return is 8.69%. FLDFX dividend yield stands at 3.16%, paid quarterly.
FLDFX top holdings include Virginia Elec + Power Co Sr Unsecured 08/54 5.55 (23.4%), Baird Core Plus Bond Inst (5.8%), Fmr-Ttl Bnd-Z (5.8%), Fidelity Advisor Capital & Inc (4.4%), Apple Inc (3.8%). View all FLDFX holdings, sector breakdown, or dividend history.
FLDFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FLDFX alternatives are available via the screener, along with tax-loss harvesting opportunities.