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Meeder Conservative Allocation Instl (IFAIX)

23.47
+0.07
+(0.30%)
At close: May 16 at 8:01:12 PM EDT
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  • Previous Close 23.40
  • YTD Return -0.09%
  • Expense Ratio 1.27%
  • Category Allocation--15% to 30% Equity
  • Last Cap Gain 1.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 154.69M
  • Beta (5Y Monthly) 0.52
  • Yield 2.99%
  • 5y Average Return --
  • Holdings Turnover 166.00%
  • Last Dividend 0.16
  • Inception Date Jun 21, 1995

The fund invests primarily in common and preferred stocks, as well as fixed income securities. It may also invest in investment companies ("underlying funds"), which include domestic and foreign mutual funds, as well as in exchange traded funds ("ETFs"), closed-end funds, and unit investment trusts. The fund will have a minimum of 0% and a maximum of 30% of its net assets invested in equity securities or underlying funds investing in equity securities. It will also have a minimum of 70% and a maximum of 100% of its net assets invested in fixed income securities.

Meeder Funds

Fund Family

Allocation--15% to 30% Equity

Fund Category

154.69M

Net Assets

1995-06-21

Inception Date

More about Meeder Conservative Allocation Instl

Performance Overview: IFAIX

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Trailing returns as of 5/15/2025. Category is Allocation--15% to 30% Equity.

YTD Return

IFAIX
0.09%
Category
3.28%
 

1-Year Return

IFAIX
6.61%
Category
11.74%
 

3-Year Return

IFAIX
4.11%
Category
6.56%
 

5-Year Return

IFAIX
4.43%
Category
5.38%
 

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Holdings: IFAIX

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Sector Weightings

SectorIFAIX
Technology   23.90%
Financial Services   18.83%
Consumer Cyclical   11.14%
Communication Services   9.62%
Healthcare   8.83%
Consumer Defensive   8.52%
Industrials   8.45%
Energy   4.23%
Basic Materials   2.91%
Real Estate   2.26%
Utilities   1.31%
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Recent News: IFAIX

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Research Reports: IFAIX

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