| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
3
4
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
#353 in Large Growth
U.S. News evaluated 485 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 22.16 percent over the past year, 11.06 percent over the past three years, 2.36 percent over the past five years, and 6.14 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 11.0% |
| 1 Year | 22.2% |
| 3 Years (Annualized) | 11.1% |
| 5 Years (Annualized) | 2.4% |
| 10 Years (Annualized) | 6.1% |
Summary
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 domestic and foreign 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
Fees are High compared to funds in the same category.
Meeder Aggressive Growth Fund has an expense ratio of 1.59 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
