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Zacks Investment Research
Standard & Poor's
1 / 5 Stars
#356 in Large Growth
U.S. News evaluated 473 Large Growth 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 10.56 percent over the past year, 7.19 percent over the past three years, and 1.83 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||8.1%|
|3 Years (Annualized)||7.2%|
|5 Years (Annualized)||1.8%|
|10 Years (Annualized)||N/A|
The investment seeks to provide long-term capital appreciation. The fund pursues its investment objective by investing primarily in common and preferred stocks. It 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. The current target allocation is comprised of the following: 25% large-cap holdings, 20% mid-cap holdings, 17.5% international holdings, 12.5% small-cap holdings, 12.5% real estate holdings, and 12.5% commodities holdings.
Fees are Average compared to funds in the same category.
Meeder Strategic Growth Fund has an expense ratio of 1.39 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.