Meeder Moderate Allocation Retail (FLDOX) Research
This fund primarily allocates its portfolio to a combination of common and preferred equities, alongside a diverse selection of fixed-income securities. It also possesses the discretion to invest in various pooled investment vehicles, such as domestic and international mutual funds, exchange-traded funds (ETFs), closed-end funds, and unit investment trusts. A fundamental allocation rule stipulates that investments in equity securities, whether direct or through underlying funds focused on equities, will not exceed 50% of its net assets. Correspondingly, a minimum of 50% of its net assets will be committed to fixed-income instruments.
Market snapshot
- Symbol
- FLDOX
- Price
- $13.76
- Day change
- +0.66%
- Market cap
- $199.5M
- 52-week range
- 12.31-13.79
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Meeder Conservative Allocation Retail (FLRUX)
- Hartford Schroders US Small Cap Opportunities Fund Class R4 (HOOSX)
- Nationwide WCM Focused Small Cap Fund Class A (NWGPX)
- Nationwide WCM Focused Small Cap Fund Class R6 (NWKEX)
- Royce Micro Cap Fund Financial Intermediary Class (RMCFX)
- Hartford Schroders US Small Cap Opportunities Fund (SCUIX)
- Hartford Schroders US Small Cap Opportunities Fund Class SDR (SCURX)
- Tweedy, Browne International Value Fund II - Currency Unhedged (TBCUX)
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