BLNIX Meeder Balanced Fund Institutional Class

This is an open ended mutual fund. 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 have a minimum of 30% and a maximum of 70% of its net assets invested in equity securities or underlying funds investing in equity securities.

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As of 07/27/2021


Mutual Fund Information
Sponsor:     Meeder Funds
Category1:  Asset Allocation
Category2:  US
Category3:  Moderate
Morningstar category:  Tactical Allocation
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     01/31/2006
Market cap:     $338,560,000
Current yield:     0.37%
Fees:     0.0000%
All SEC Filings:  SEC Edgar Online
Summary Prospectus:  497
Semi-Annual filings:  N-CSR
Quarterly holdings:  NPORT
CUSIP:  58510R721
ISIN:    US58510R7219
Investment style: Actively managed

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