4 / 5 Stars
4 5 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#1 in Tactical Allocation
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 26.47 percent over the past year, 12.07 percent over the past three years, 13.65 percent over the past five years, and 5.66 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.6%|
|3 Years (Annualized)||12.1%|
|5 Years (Annualized)||13.6%|
|10 Years (Annualized)||5.7%|
The investment seeks to provide long-term capital appreciation. The fund pursues its investment objective by investing primarily in common and preferred stocks. It may also invest in equity 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 may invest in index funds and index-based investments, such as Standard & Poor's Depositary Receipts (SPDRs), and may invest directly in, or in underlying funds investing in, futures contracts and options on futures contracts.
Fees are Low compared to funds in the same category.
Meeder Muirfield Fund has an expense ratio of 1.22 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.