Mutual Funds
The Meeder Funds date back to 1985 and include mutual funds that span a range of asset classes. Combined, these funds can serve as building blocks of a diversified investment portfolio.
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Daily Prices & YTD Return
(as of 06/24/2017)
Average Annual Total Returns As Of 5/31/2017
Share Class:
Fund / Expense Ratio
Price
Chg ($)
Chg (%)
YTD
1 Year
3 Year
5 Year
10 Year
Since Inception
Inception Date
Allocation/Specialty Funds
-
-
-
-
13.83%
5.10%
11.23%
4.14%
7.34%
08/10/1988
-
-
-
-
10.54%
3.69%
8.14%
2.96%
3.93%
01/31/2006
-
-
-
-
13.35%
-
-
-
5.06%
01/01/2015
-
-
-
-
9.75%
1.01%
9.05%
3.79%
7.54%
06/21/1995
Equity Funds
-
-
-
-
12.53%
5.91%
15.44%
7.41%
7.90%
03/20/1985
-
-
-
-
11.76%
-
-
-
5.44%
06/30/2015
-
-
-
-
14.43%
6.14%
12.37%
4.48%
3.00%
02/29/2000
-
-
-
-
11.92%
4.98%
11.55%
4.18%
1.78%
02/29/2000
Fixed Income Funds
-
-
-
-
4.12%
1.21%
2.77%
-
2.49%
06/30/2011
Global/International Funds
-
-
-
-
13.84%
1.68%
8.80%
2.41%
3.63%
01/31/2006
Money Market Funds
-
-
-
-
0.38%
0.20%
0.14%
0.71%
3.67%
03/27/1985
$1.0000
$0.0000
0.0000%
-
0.57%
0.29%
0.22%
0.80%
1.46%
10/07/2016

The performance data shown represents past performance, which does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted.

Investors are advised to consider carefully the investment objectives, risks, charges and expenses of the fund before investing. The prospectus contains this and other information about the funds. Contact us at the address below to request a free copy of the prospectus. Please read the prospectus carefully before investing.

Investment performance assumes reinvestment of all dividend and capital gain distributions. Returns for less than one year are not annualized. Performance data reflects contractual and voluntary fee waivers, without which performance would have been lower. For additional information refer to the individual fund page or the current prospectus.

Effective October 31, 2016, the funds began offering Adviser and Institutional Class shares. Performance attributed to these share classes prior to that date is that of the original Retail Class shares. No adjustment has been made to reflect class-specific distribution or servicing fees.

The gross expense ratio reflects the total fund operating expense ratio gross of any fee waivers or expense reimbursements as set forth in the current prospectus. The net expense ratio is the audited ratio of net expenses to average net assets as set forth in the fund’s most recent annual report.

Meeder Funds are distributed by Adviser Dealer Services, Inc., an affiliate of Meeder Investment Management. An affiliated registered investment adviser, Meeder Asset Management, Inc., serves as the investment adviser to Meeder Funds and is paid a fee for its services.
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with Meeder Investment Management
(866) 633-3371
contact@meederinvestment.com
(866) 633-3371
contact@meederinvestment.com