Meeder Dynamic Allocation Fund Retail Class (FLDGX)

Overview

The fund is designed for investors seeking to diversify their investment portfolios through a mix of stocks, fixed income securities, and investments in a range of equity investment companies. With a strategic focus on both common and preferred stocks, alongside an array of fixed income securities, the fund aims to achieve its investment objective by leveraging the opportunities across different sectors and markets. Integral to its strategy is the significant investment in underlying funds, including foreign and domestic mutual funds, exchange-traded funds (ETFs), closed-end funds, and unit investment trusts. This approach allows the fund to spread risk and tap into a variety of asset classes and investment strategies. The fund maintains a disciplined investment threshold, ensuring that between 80% to 95% of its net assets are consistently allocated to equity securities or underlying funds that are primarily invested in equity securities, underscoring its commitment to equity investment as a core element of its portfolio strategy.

Products and Services

• Common and Preferred Stocks:

This component of the fund's portfolio focuses on investing in the equity of firms through common and preferred shares. Common stocks offer potential for growth through capital appreciation, while preferred stocks provide a fixed-income like dividends, offering a blend of growth and income.

• Fixed Income Securities:

The fund invests in a variety of fixed income securities to provide investors with a steady income stream. These securities may include bonds, debentures, or other debt instruments issued by corporations, municipalities, or governments, aiming to balance the overall risk of the investment portfolio.

• Equity Investment Companies:

Investment in equity investment companies, such as mutual funds, exchange traded funds (ETFs), closed-end funds, and unit investment trusts, allows the fund to diversify its investment portfolio further. These underlying funds may target a wide range of sectors, geographies, and investment strategies, offering access to a diversified mix of equity securities.