2 / 5 Stars
1 5 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#302 in Large Blend
U.S. News evaluated 486 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 19.76 percent over the past year, 10.46 percent over the past three years, 16.70 percent over the past five years, and 4.88 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.3%|
|3 Years (Annualized)||10.5%|
|5 Years (Annualized)||16.7%|
|10 Years (Annualized)||4.9%|
The investment seeks to provide long-term capital appreciation. The fund pursues its investment objective by investing in common and preferred stocks. The fund also invests in equity investment companies ("underlying funds"), which include foreign and domestic mutual funds, exchange traded funds ("ETFs"), closed-end funds and unit investment trusts. It may select value or growth-oriented investments (including specific sectors), without limitation to market capitalization range or geographic region. The fund may invest up to 20% of its assets in investment grade fixed income securities of any maturity.
Fees are Above Average compared to funds in the same category.
Meeder Dynamic Growth Fund has an expense ratio of 1.39 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.