Flex-funds Muirfield
6125 Memorial Dr P O Box 7177 Dublin OH 43017
Map
Phone: 800-325-3539
| Category: | Large Blend | | Fund Family: | Flex-funds | | Net Assets: | 96.10M | | Year-to-Date Return: | -9.14% | | Yield: | 3.62% | | Morningstar Rating: |  | | Fund Inception Date: | 10-Aug-88 |
|
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 |
|
| |
| The investment seeks capital growth. The fund normally invests at least 65% of assets in mutual funds, primarily growth funds that invest in common stocks. The adviser overweights mutual fund types that it believes represent above average market potential with below average market risk. The fund may invest up to 100% of assets in money market securities and investment grade bonds as a defensive tactic. It may also invest in common stocks directly. The fund can invest in "traditional" derivatives, such as financial futures contracts and related options as a hedge against changes. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 144.00% | | Average for Category:
| 70.59% |
|
| Expense | FLMFX | Category
Avg | | Total Expense Ratio: | 1.52%
| 1.10% | | Max 12b1 Fee: | 0.40%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.19% | | Max Deferred Sales Load: | 0.00%
| 2.65% | | 3 Yr Expense Projection*: |
$591 | $572 | | 5 Yr Expense Projection*: |
$1,016 | $876 | | 10 Yr Expense Projection*: |
$2,201 | $1,734 |
|
|
0.01% Nasdaq 
Profile
