Meeder Sector Rotation Fund Retail Class (FLCGX)

Overview

The fund is a financial entity that primarily focuses on investing in fixed income securities, which encompass a wide variety of debt instruments. It operates with a strategy to allocate at least 80% of its net assets into both mutual and exchange-traded funds that, in turn, invest in an array of domestic and international fixed income securities. This broad investment scope includes a commitment to diversifying across different durations of fixed income instruments and the inclusion of derivative investments to gain desired exposures. Additionally, the fund diversifies its portfolio by allocating up to 20% of its assets to equity securities, which broadens its investment horizon beyond fixed income assets to incorporate preferred stocks, convertible securities, common stocks, and real estate investment trusts (REITs). This strategic mix is designed to offer investors a balanced exposure to both fixed income and equity markets, potentially optimizing returns while managing risk.

Products and Services

• Fixed Income Securities

This category constitutes the core of the fund's investment strategy, dedicating at least 80% of its net assets to mutual and exchange-traded funds that target domestic and international bonds and other debt instruments. Fixed income securities offer regular income, potential capital preservation, and diversification benefits.

• Derivative Investments

The fund employs derivatives to gain exposure to fixed income securities, enhancing its ability to manage risk and take advantage of various market conditions. Derivatives can include futures, options, and swaps, and are used strategically to complement the fund’s direct investments in fixed income.

• Equity Securities

Up to 20% of the fund's assets are allocated to equity securities, including preferred stock, convertible securities, common stocks, and real estate investment trusts (REITs). This portion of the portfolio aims to achieve higher returns by tapping into the growth potential of the stock market and real estate investments, albeit with higher risk compared to fixed income securities.