2 / 5 Stars
1 5 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
#360 in Large Growth
U.S. News evaluated 465 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 17.30 percent over the past year, 7.92 percent over the past three years, and 18.98 percent over the past five years.
|Trailing Returns||Updated 03.31.2014|
|Year to date||2.7%|
|3 Years (Annualized)||7.9%|
|5 Years (Annualized)||19.0%|
|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: 30% international holdings, 25% large-cap holdings, 20% mid-cap holdings, 10% small-cap holdings, 7.5% real estate holdings, and 7.5% commodities holdings.
Fees are Average compared to funds in the same category.
Meeder Strategic Growth Fund has an expense ratio of 1.23 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.