Meeder Global Allocation Fund Adviser Class (GBPAX)

Overview

The fund operates as a global investment platform with a focus on both equity and fixed income asset classes. By employing a flexible asset allocation strategy, the fund aims to capitalize on various investment opportunities available both in the United States and across the world, including in developed and emerging markets. The fund's management team has the discretion to adjust its asset allocation in response to changing market conditions, economic developments, and investment prospects. A distinguishing feature of the fund is its commitment to international diversification, with a mandate to invest a significant portion of its assets in non-U.S. countries.

Products and Services

• Equity Investments

The fund allocates portions of its assets to equity securities, which may include stocks in both U.S. and international companies. By investing in equities, the fund seeks to leverage the growth potential of various companies across different sectors and regions, aiming for capital appreciation over the long term.

• Fixed Income Investments

As part of its diversified investment approach, the fund also invests in fixed income securities. These investments include bonds and debt instruments issued by both governmental and corporate entities worldwide. Fixed income investments are chosen based on their potential to provide stable returns and income, thereby balancing the risk associated with equity investments.

• Flexible Asset Allocation

The foundation of the fund's strategy is its flexible asset allocation, allowing for dynamic adjustments based on the investment team's assessment of market conditions. This flexibility ensures that the fund can navigate different market environments by reallocating its investments between equity and fixed income asset classes, and across geographical regions to optimize returns.

• International Diversification

A minimum of 40% of the fund's net assets are invested in non-U.S. countries, reinforcing the importance of international diversification in its investment strategy. This approach not only spreads investment risk across a broader range of economies and markets but also taps into the growth potential of emerging and developed markets outside the United States.