Meeder Balanced Retail
FLDFX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Dublin, OH 43017 Dublin OH United States of America 43017
- IPO Date
- Feb 2, 2006
- CIK
- 0000702435
- Website
- meederinvestment.com
- Similar Companies
- Business
- Meeder Balanced Retail (FLDFX) is a mutual fund offered by Meeder Investment Management that seeks total return through a balanced portfolio of equities and fixed-income securities. The fund invests primarily in common stocks, convertible securities, and investment-grade bonds; employs a tactical asset allocation strategy to adjust between stocks and bonds based on market conditions; and maintains a target allocation of approximately 60% equities and 40% fixed income, with flexibility to range from 30% to 80% in equities. It serves retail investors seeking moderate growth with income and lower volatility than pure equity funds, operating in the U.S. mutual fund market with assets available through broker-dealers and retirement plans. Established as part of Meeder Investment Management, founded in 1977 and headquartered in Dublin, Ohio, the fund leverages proprietary investment processes developed over decades in asset management. Meeder Investment Management, the adviser, focuses on the investment management industry across domestic markets, with no major subsidiaries or parent company relationships noted beyond its affiliation with the broader Meeder family of funds. The firm provides a range of mutual funds and investment advisory services to individual and institutional clients nationwide.[ from prior context, adapted] In recent developments within the last 1-2 years, Meeder Investment Management has continued to refine its tactical models amid market volatility, including adjustments to balanced fund strategies in response to interest rate shifts and equity corrections in 2024-2025; no significant acquisitions, partnerships, funding rounds, or name changes specific to FLDFX have been publicly announced, maintaining its core focus on balanced allocation without major strategic shifts. The fund remains positioned for long-term total return in a dynamic economic environment under President Trump's administration post-2024 reelection.