3 / 5 Stars
4 5 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 98 Tactical Allocation 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 19.86 percent over the past year, 9.24 percent over the past three years, and 10.44 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.7%|
|3 Years (Annualized)||9.2%|
|5 Years (Annualized)||10.4%|
|10 Years (Annualized)||N/A|
The investment seeks to provide income and long-term capital appreciation. The fund invests primarily in common and preferred stocks, as well as fixed income securities. It may also invest in investment companies ("underlying funds"), which include domestic and foreign mutual funds, as well as in exchange traded funds ("ETFs"), closed-end funds and unit investment trusts. The fund will have a minimum of 30% and a maximum of 70%, of its assets invested in equity securities or underlying funds investing in equity securities.
Fees are Low compared to funds in the same category.
Meeder Balanced Fund has an expense ratio of 1.33 percent.
Risk is Average compared to funds in the same category according to Morningstar.