Meeder Muirfield Fund Institutional Class (FLMIX)

Overview

The fund is a versatile investment platform that seeks to achieve its investment objectives by primarily engaging in the purchase of common and preferred stocks. It is designed to offer investors a diversified portfolio by also allocating assets across a broad spectrum of equity investment vehicles. These vehicles encompass domestic and foreign mutual funds, exchange-traded funds (ETFs), closed-end funds, and unit investment trusts. Moreover, the fund has the flexibility to invest in index funds and index-based investments, further broadening its approach to asset allocation and diversification strategies.

Products and Services

• Common and Preferred Stocks

  An essential component of its investment strategy, the fund allocates a significant portion of its assets to both common and preferred stocks. This allows investors to benefit from the growth potential of equities and, in the case of preferred stocks, enjoy potentially higher, fixed dividend payments compared to common stocks.

• Equity Investment Companies

  The fund invests in a variety of equity investment companies, including:

  • Domestic and Foreign Mutual Funds: These offer investors exposure to a wide range of markets and sectors, both within the U.S. and internationally.
  • Exchange Traded Funds (ETFs): ETFs provide liquidity and flexibility, as they are traded on stock exchanges similar to individual stocks.
  • Closed-End Funds: Unlike mutual funds, these funds have a fixed number of shares and are traded among investors on an exchange.
  • Unit Investment Trusts: These are investment companies that offer a fixed portfolio of stocks, bonds, or other securities.

• Index Funds and Index-Based Investments

  To achieve broader market exposure and diversification, the fund may invest in index funds and index-based investments. These investments aim to replicate the performance of a specific index, reducing the risk and complexity involved in selecting individual investments.