Balanced Fund Retail Fund Quote
| FLDFX Fund | USD 14.52 0.07 0.48% |
Performance8 of 100
| Odds Of DistressLess than 20
|
Balanced Fund is trading at 14.52 as of the 30th of November 2024; that is 0.48 percent up since the beginning of the trading day. The fund's open price was 14.45. Balanced Fund has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Balanced Fund Retail are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of June 2024 and ending today, the 30th of November 2024. Click here to learn more.
The fund invests primarily in common and preferred stocks, as well as fixed income securities. It may also invest in investment companies , which include domestic and foreign mutual funds, as well as in exchange traded funds , closed-end funds and unit investment trusts. More on Balanced Fund Retail
Moving together with Balanced Mutual Fund
Balanced Mutual Fund Highlights
| Thematic Idea | Consumer Funds (View all Themes) |
| Fund Concentration | Meeder Funds, Large Blend Funds, Tactical Allocation Funds, Consumer Funds, Tactical Allocation, Meeder Funds, Large Blend, Tactical Allocation (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Balanced Fund Retail [FLDFX] is traded in USA and was established 30th of November 2024. Balanced Fund is listed under Meeder Funds category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of Meeder Funds family. The entity is thematically classified as Consumer Funds. This fund currently has accumulated 353.07 M in assets under management (AUM) with no minimum investment requirementsBalanced Fund Retail is currently producing year-to-date (YTD) return of 15.03% with the current yeild of 0.02%, while the total return for the last 3 years was 4.73%.
Check Balanced Fund Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Balanced Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Balanced Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Balanced Fund Retail Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Balanced Fund Retail Mutual Fund Constituents
| PICYX | Pioneer Bond Fund | Mutual Fund | Intermediate Core-Plus Bond | |
| PSTQX | Prudential Short Term Porate | Mutual Fund | Short-Term Bond | |
| GIBIX | Guggenheim Total Return | Mutual Fund | Intermediate Core-Plus Bond | |
| BCOIX | Baird E Plus | Mutual Fund | Intermediate Core-Plus Bond | |
| BSV | Vanguard Short Term Bond | Etf | Short-Term Bond | |
| IWO | iShares Russell 2000 | Etf | Small Growth | |
| PDBZX | Prudential Total Return | Mutual Fund | Intermediate Core-Plus Bond | |
| DHEYX | Diamond Hill Short | Mutual Fund | Short-Term Bond |
Balanced Fund Retail Risk Profiles
| Mean Deviation | 0.4151 | |||
| Semi Deviation | 0.519 | |||
| Standard Deviation | 0.5477 | |||
| Variance | 0.3 |
Balanced Fund Against Markets
Other Information on Investing in Balanced Mutual Fund
Balanced Fund financial ratios help investors to determine whether Balanced Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Balanced with respect to the benefits of owning Balanced Fund security.
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
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