4 / 5 Stars
3 5 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#5 in Tactical Allocation
U.S. News evaluated 85 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 24.19 percent over the past year, 9.41 percent over the past three years, 14.81 percent over the past five years, and 4.99 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.4%|
|3 Years (Annualized)||9.4%|
|5 Years (Annualized)||14.8%|
|10 Years (Annualized)||5.0%|
The investment seeks to provide long-term capital appreciation. The fund pursues its investment objective by investing in common and preferred stocks and 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 growth or value-oriented investments (including specific sectors), without limitation to market capitalization range or geographic region. The fund may invest up to 100% of its assets in fixed income securities.
Fees are Low compared to funds in the same category.
Meeder Muirfield Fund has an expense ratio of 1.39 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.