Investment Test Drive

FLDFX Meeder Balanced Retail

1 lower fee alternative found

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Fund FLDFX Meeder Balanced Retail FLMFX Meeder Muirfield Retail  
Similarity
?
100% 86%
Annual Fees
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$178.40
(1.73% Exp. Ratio)
$154.68
(1.50% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.12% annual return
$14,899.82 $15,982.30
Est. savings over 30 yrs +$1,082.48
Return
As of 11/30/16
1 YR RETURN 2.31%
3 YR 3.12%
5 YR 7.40%
10 YR 3.32%
1 YR RETURN 2.59%
3 YR 4.25%
5 YR 10.22%
10 YR 4.31%
Description
The investment seeks to provide income and long-term capital appreciation. 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 30% and a maximum of 70%, of its assets invested in equity securities or underlying funds investing in equity securities.
The investment seeks to provide long-term capital appreciation. The fund pursues its investment objective by investing primarily in common and preferred stocks. It may also invest in equity 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 may invest in index funds and index-based investments, such as Standard & Poor's Depositary Receipts (SPDRs), and may invest directly in, or in underlying funds investing in, futures contracts and options on futures contracts.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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