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Meeder Balanced Fund Retail Class (FLDFX)

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12.56 +0.04    +0.32%
02/06 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 5.94M
Meeder Balanced Retail 12.56 +0.04 +0.32%

FLDFX Overview

 
On this page you'll find an in-depth profile of Meeder Balanced Fund Retail Class. Learn about the key management, total assets, investment strategy and contact information of FLDFX among other information.
Category

Tactical Allocation

Total Assets

5.94M

Expenses

1.37%

Inception Date

38748

Contact Information

Address 6125 Memorial Dr. PO Box 7177
Dublin,OH 43017
United States
Phone -

Top Executives

Name Title Since Until
Aneep Maniar Portfolio Manager 2023 Now
Biography Mr. Maniar is a Portfolio Manager and has been associated with the Adviser since September 2023, when he joined the team managing the Funds. Mr. Maniar has over 25 years of financial and investment management experience. Mr. Maniar was previously a Fixed Income Strategist at Fidelity Investments and a Senior Portfolio Manager at Charles Schwab from 2008 – 2016.
Joseph Bell Portfolio Manager 2018 Now
Biography Joseph Bell, CFA, CMT, MBA. Mr. Bell is the CIO of Meeder Investment Management. Mr. Bell has been a Portfolio Manager at Meeder since March 2018, when he joined the team managing the Mutual Funds. Mr. Bell was previously a Senior Market Strategist and a Senior Equity Analyst at Schaeffer’s Investment Research.
Robert S. Meeder Vice President, Portfolio Manager 2006 Now
Biography Robert S. Meeder, Jr. is President and CEO of Meeder Investment Management and brings over 30 years of investment industry experience. Mr. Meeder has been President of Meeder Investment Management, Inc. since 1991 and has been a member of the team managing the Funds and Portfolios since 1992. In addition to his executive duties, Mr. Meeder is involved in the development of investment policy and client relationships for Meeder Investment Management, Inc.
Donald McConnell Portfolio Manager 2022 2023
Biography Donald McConnell. Mr. McDonnell is a Portfolio Manager and has been associated with Meeder Asset Management, Inc. since February 2022, when he joined the team managing the Funds. Mr. McConnell was previously a Senior Portfolio Manager with BMO Global Asset Management from 2013 – 2022.
Amisha Kaus Portfolio Manager 2015 2022
Biography Amisha Kaus. Ms. Kaus is a Portfolio Manager and has been associated with the Meeder Asset Management, Inc. since November, 2015. Ms. Kaus brings 13 years of investment industry experience to the Meeder Asset Management, Inc. , with previous experience as an investment analyst with Allegheny Financial Group from 2007 to 2015. Ms. Kaus has been a member of the team managing the Funds since November 2015.
Yuntaek Pae Director of Research 2021 2022
Biography Yuntaek Pae, PhD, CFA. Dr. Pae joined Meeder Asset Management as the Director of Research in April 2021. He worked for Allianz Global Investors in South Korea as an equity analyst between 2005 and 2007. He earned a PhD degree from Illinois Institute of Technology in 2010.
Jason D Headings Senior Investment Analyst 2011 2022
Biography Mr. Headings is an Assistant Portfolio Manager and has been associated with the firm since February 2006. Mr. Headings brings more than 18 years of financial services experience to Meeder, with previous experience as a financial advisor with Primerica from 2004 to 2006. Mr. Headings has been a member of the team managing the Funds since July 2006.
Dale W. Smith Senior Vice President 2006 2022
Biography Dale W. Smith, CFA. Mr. Smith is the Co-Chief Investment Officer. He has been associated with the Adviser since March 2005 and has been a member of the team managing the Funds since August 2005. Prior to his association with Meeder, Mr. Smith served as Senior Vice President, Financial Services at BISYS Fund Services from 1999 to 2004 and Senior Vice President, Fund Accounting at BISYS Fund Services from 1996 to 1999.
David Turner Research Analyst 2017 2021
Biography David Turner, CFA. Mr. Turner is an Assistant Portfolio Manager and has been associated with Meeder Asset Management, Inc since April 2016. Mr. Turner brings over five years of investment industry experience to the Adviser, with previous experience as a research analyst at Harbor Capital Advisors and a quality assurance coordinator at The University of Chicago Center for Research in Security Prices. Mr. Turner has been a member of the team managing the Funds since January 2017.
Abe Sheikh Chief Investment Officer and Portfolio Manager 2020 2021
Biography Abe joined Cougar in 2017, after 11 years at J.P. Morgan Asset Management. He has spent the majority of his career developing frameworks designed to generate optimal strategic and tactical asset allocations for a range of sophisticated institutional and retail clients. He has researched and published in a range of peer-reviewed journals, such as the Journal of Portfolio Management, Journal of Investing and Journal of Alternative Investments, on topics including downside “fat-tail” risks in financial markets, macroeconomic regime-based investing, and managing assets pre- and post- retirement. Prior to joining J.P. Morgan Asset Management, Abe was an actuarial analyst for four years at Willis Towers Watson. Abe earned a bachelor’s degree in actuarial science from the London School of Economics and Political Science and a master’s in computational finance from Carnegie Mellon University.
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