Fund info

Meeder Balanced Fund Adviser Class is a mutual fund designed to achieve both income and long-term capital appreciation by investing in a diversified mix of **equity and fixed income securities**. The fund maintains a balanced allocation, with between 30% and 70% of assets in equities—such as common and preferred stocks—and a minimum of 30% and a maximum of 70% in fixed income securities, allowing for tactical shifts within these ranges to manage risk and return through varying market conditions. Its portfolio is notable for exposure to major U.S. companies like Microsoft, Apple, Amazon, and Berkshire Hathaway, as well as significant allocations to government and bond funds, reflecting a blend of growth and income-generating investments. The fund is managed by Meeder Funds and was launched in October 2016. It provides quarterly dividend distributions and aims to serve investors seeking a single, professionally managed solution for diversification across both stock and bond markets. Through its flexible, tactical allocation and diversified holdings, the Meeder Balanced Fund Adviser Class plays a **key role for investors looking to balance risk and return within traditional asset classes**.