Meeder Dynamic Allocation Fund - Retail Class (FLDGX) Research

The fund endeavors to deliver significant long-term capital appreciation. It pursues this objective by primarily deploying its assets into common and preferred corporate equities, as well as various fixed-income instruments. Furthermore, the portfolio incorporates holdings in a range of equity-oriented investment vehicles, including both domestic and international mutual funds, Exchange Traded Funds (ETFs), closed-end funds, and unit investment trusts. A core mandate dictates that a substantial portion—specifically, no less than 80% and no more than 95%—of its net assets will consistently be allocated to equity securities or to underlying funds that are themselves invested in equities.

Market snapshot

Symbol
FLDGX
Price
$16.39
Day change
+1.05%
Market cap
$583.1M
52-week range
13.9-16.46
Sector
Financial Services
Industry
Asset Management

Peer companies

  • BlackRock 20/80 Target Allocation Inv A (BACPX)
  • Meeder Balanced Retail (FLDFX)
  • 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)
  • VistaShares Target 15 Berkshire Select Income ETF (OMAH)
  • T. Rowe Price Intl Disciplined Eq Inv (PRCNX)
  • Segall Bryant & Hamill Small Cap Value Fund Retail Class (SBRVX)

Open Meeder Dynamic Allocation Fund - Retail Class (FLDGX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.