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Rating:Meeder Rolls Out a Total Return Fund Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, July 7, 2011

Meeder Rolls Out a Total Return Fund

Reported by Hung Tran

Meeder Financial [see profile] has launched its Total Return Bond Fund, which bets both on individual fixed income securities and on bond mutual funds.

"This fund, as a multi-sector bond fund, has the ability to invest in other fixed income spaces, including high-yield bonds and emerging market bonds, when we deem it to be appropriate," stated Dale Smith, Meeder's chief investment officer.

The fund's PMs include: Clinton Brewer, Jeff Liu, Robert Meeder, Dale Smith and Robert Techentin.
Meeder Launches Total Return Bond Fund

DUBLIN, OH--(Marketwire - Jul 6, 2011) - Meeder Financial announced that is has launched the Flex-funds® Total Return Bond Fund (FLBDX).

The Fund seeks total return (consisting of income and capital growth) consistent with preservation of capital by investing in 80% bonds which include fixed income securities and bond mutual funds. Typically, the fund will hold other fixed income mutual funds and ETFs. The fund may also hold individual securities.

Meeder has successfully run a similar "Flexible Fixed Income" separately managed account since 1988. Therefore, this is a likely expansion to the fund family to provide an additional investment vehicle for advisers and investors.

"This fund, as a multi-sector bond fund, has the ability to invest in other fixed income spaces, including high-yield bonds and emerging market bonds, when we deem it to be appropriate," said Dale Smith, Meeder Chief Investment Officer.

The Fund is managed by an experienced investment team utilizing a multi-factor tactical asset allocation discipline which employs both quantitative and qualitative models.
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Meeder Financial was established in 1974 and currently manages and advises over $5 billion in assets. Meeder is a pioneer in the strategy of Defensive Investing and holds one of the longest live track records for tactical asset allocation in the nation. Meeder offers mutual funds, managed accounts, separately managed accounts as well as retirement plan solutions. 

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