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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
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 0.77% |
| 5y Average Return | 4.61% |
| Number of Years Up | 6 |
| Number of Years Down | 2 |
| Best 1Y Total Return (May 15, 2025) | 10.61% |
| Worst 1Y Total Return (May 15, 2025) | -- |
| Best 3Y Total Return | 10.61% |
| Worst 3Y Total Return | 0.25% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
IFAIX
Category
- YTD
- -0.09%
- 3.28%
- 1-Month
- -0.68%
- 0.61%
- 3-Month
- -1.48%
- 3.02%
- 1-Year
- 6.61%
- 11.74%
- 3-Year
- 4.11%
- 6.56%
- 5-Year
- 4.43%
- 5.38%
- 10-Year
- 3.03%
- 4.87%
- Last Bull Market
- 9.23%
- 8.64%
- Last Bear Market
- -6.55%
- -5.09%
Annual Total Return (%) History
Year
IFAIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.60% | -- | -- | -- |
| 2024 | 2.97% | 0.95% | 4.89% | -2.06% |
| 2023 | 2.13% | 1.30% | -1.30% | 7.75% |
| 2022 | -3.80% | -6.55% | -1.95% | 2.11% |
| 2021 | 0.33% | 3.55% | -0.48% | 1.50% |
| 2020 | -6.82% | 5.25% | 3.28% | 5.32% |
| 2019 | 3.96% | 2.61% | 1.10% | 2.57% |
| 2018 | -0.96% | 0.13% | 2.09% | -3.48% |
| 2017 | 2.95% | 0.55% | 2.58% | 1.81% |
Rank in Category (By Total Return)
| YTD | 82 |
| 1-Month | 77 |
| 3-Month | 83 |
| 1-Year | 70 |
| 3-Year | 29 |
| 5-Year | 29 |
Load Adjusted Returns
| 1-Year | 6.61% |
| 3-Year | 4.11% |
| 5-Year | 4.43% |
| 10-Year | 3.03% |
Performance & Risk
| YTD Return | 0.77% |
| 5y Average Return | 4.61% |
| Rank in Category (ytd) | 82 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.52 |
| Morningstar Risk Rating |
Fund Overview
| Category | Allocation--15% to 30% Equity |
| Fund Family | Meeder Funds |
| Net Assets | 154.69M |
| YTD Return | -0.09% |
| Yield | 2.99% |
| Morningstar Rating | |
| Inception Date | Jun 21, 1995 |
Fund Summary
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.
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