Flex-funds Dynamic Growth
6125 Memorial Dr P O Box 7177 Dublin OH 43017
Map
Phone: 800-325-3539
| Category: | Large Blend | | Fund Family: | Flex-funds | | Net Assets: | 85.87M | | Year-to-Date Return: | -12.66% | | Yield: | 3.42% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Feb-00 |
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Robert S. Meeder Jr.
Lead Manager since
31-Aug-05 | | | Meeder is a vice president and portfolio manager at R. Meeder & Associates, his employer since 1983. He is active in the firms management, client service, and new-business development. Meeder says that he uses tactical asset allocation in his portfolio management, combined with a defensive-investing technical discipline. Outside of work, Meeder is involved with several organizations, including the Columbus Zoo and Easter Seals. He was born March 11, 1961 in Mansfield, Ohio. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks growth of capital. The fund invests primarily in open-end or closed-end investment companies, the underlying funds that in turn invest in common stock or securities convertible into or exchangeable for common stock. It may invest up to 20% of assets in money market securities, money market funds and investment grade bonds as a defensive tactic. The fund may invest in index-based investments. It may invest up to 100% of assets directly in, or in underlying funds investing in, future contracts and options on futures contracts. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 150.00% | | Average for Category:
| 71.30% |
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| Expense | FLDGX | Category
Avg | | Total Expense Ratio: | 1.46%
| 1.11% | | Max 12b1 Fee: | 0.45%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$585 | $577 | | 5 Yr Expense Projection*: |
$1,006 | $877 | | 10 Yr Expense Projection*: |
$2,180 | $1,739 |
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