Meeder Balanced Retail (FLDFX) Research
This fund primarily dedicates its investments to a mix of common and preferred equity shares, along with various fixed-income instruments. Additionally, it has the discretion to allocate capital to other investment vehicles, known as "underlying funds." These can include both domestic and international mutual funds, exchange-traded funds (ETFs), closed-end funds, and unit investment trusts. A fundamental rule for the fund is to maintain its overall exposure to equity-related assets—either directly through stocks or indirectly via equity-focused underlying funds—within a strict range of 30% to 70% of its net asset value.
Market snapshot
- Symbol
- FLDFX
- Price
- $14.67
- Day change
- +0.82%
- Market cap
- $495.3M
- 52-week range
- 12.61-14.71
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- BlackRock 20/80 Target Allocation Inv A (BACPX)
- Vest US Large Cap 10% Buffer Strategies Fund Class Institutional Class (BUIGX)
- Vest US Large Cap 10% Buffer Strategies Fund Class Investor Shares (BUMGX)
- Meeder Dynamic Allocation Fund - Retail Class (FLDGX)
- Meeder Moderate Allocation Retail (FLDOX)
- Harding Loevner Emerging Markets Portfolio Advisor Class (HLEMX)
- Huber Select Large Cap Value Fund Institutional Class (HULEX)
- Manning & Napier Fd, Pro-Blend Maximum Term Srs, Cl I (MNHIX)
Open Meeder Balanced Retail (FLDFX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.