Meeder Balanced Fund (FLDFX) belongs to the Tactical Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FLDFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FLDFX
FLDFX charges 1.39% annually. There are 40 mutual funds in the Tactical Allocation category with lower expense ratios, going as low as 0.19%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | FLDFX vs GOIIX | |
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | FLDFX vs GIPIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | FLDFX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | FLDFX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | FLDFX vs GPIFX |
Best Risk-Adjusted Alternatives to FLDFX
FLDFX has a PortfoliosLab risk / return rank of 67. There are 26 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hussman Strategic Total Return Fund | 94 | — | Sep 2002 | FLDFX vs HSTRX | |
| Invesco Balanced-Risk Allocation Fund | 93 | — | Jun 2009 | FLDFX vs ABRYX | |
| Astor Dynamic Allocation Fund | 93 | — | Oct 2009 | FLDFX vs ASTIX | |
| PIMCO All Asset Fund | 93 | — | Nov 2002 | FLDFX vs PAAIX | |
| Invesco Balanced-Risk Allocation Fund Class A | 93 | — | Jun 2009 | FLDFX vs ABRZX |
Top Performing FLDFX Alternatives (YTD)
FLDFX is at 8.70% YTD. There are 29 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 49.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 49.00% | — | Sep 2019 | FLDFX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 39.31% | — | Dec 2016 | FLDFX vs MOJOX | |
| Teberg Fund | 25.67% | — | Mar 2002 | FLDFX vs TEBRX | |
| Quantified STF Fund | 22.82% | — | Nov 2015 | FLDFX vs QSTFX | |
| Potomac Defensive Bull Fund | 22.10% | — | Jun 2020 | FLDFX vs CRDBX |
Lowest Volatility Alternatives to FLDFX
FLDFX has 9.47% 1-year volatility. There are 34 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.51% | — | Aug 2012 | FLDFX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.72% | — | Apr 2012 | FLDFX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.83% | — | Jul 2014 | FLDFX vs TTIFX | |
| Hussman Strategic Total Return Fund | 4.66% | — | Sep 2002 | FLDFX vs HSTRX | |
| Hundredfold Select Alternative Fund | 4.72% | — | Aug 2004 | FLDFX vs SFHYX |
Lowest Drawdown Alternatives to FLDFX
FLDFX has a 1-year max drawdown of -7.19%. There are 43 mutual funds in the Tactical Allocation category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | -1.69% | — | Aug 2012 | FLDFX vs GPIFX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | FLDFX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | FLDFX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.48% | — | Sep 2002 | FLDFX vs HSTRX | |
| Astor Dynamic Allocation Fund | -2.77% | — | Oct 2009 | FLDFX vs ASTIX |
Other Mutual Funds from Meeder Funds
The 8 most viewed Meeder Funds mutual funds shown here include FLDGX, FLSPX, FLCGX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Meeder Dynamic Allocation Fund | Diversified Portfolio | 70 | 12.37% | — | Feb 2000 | FLDFX vs FLDGX | |
| Meeder Spectrum Fund | Long-Short | 71 | 10.62% | — | Jan 2015 | FLDFX vs FLSPX | |
| Meeder Quantex Fund | Mid Cap Value Equities | 42 | 7.67% | — | Mar 1985 | FLDFX vs FLCGX | |
| Meeder Global Allocation Fund | Global Allocation | 64 | 12.35% | — | Jan 2006 | FLDFX vs FLFGX | |
| Meeder Muirfield Fund | Tactical Allocation | 65 | 11.37% | — | Aug 1988 | FLDFX vs FLMFX | |
| Meeder Moderate Allocation Fund | Diversified Portfolio | 66 | 6.39% | — | Jun 2015 | FLDFX vs FLDOX | |
| Meeder Tactical Income Fund | Nontraditional Bonds | 91 | 2.02% | — | Jun 2011 | FLDFX vs FLBDX | |
| Meeder Conservative Allocation Fund | Diversified Portfolio | 59 | 3.93% | — | Jun 1995 | FLDFX vs FLRUX |
Often Compared With FLDFX
Investors most often compare FLDFX with GTAIX, UPAAX, RQEIX. These 10 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Donoghue Forlines Tactical Allocation Fund | Tactical Allocation | 90 | 14.22% | — | Apr 2018 | FLDFX vs GTAIX | |
| Upright Assets Allocation Plus Fund | Tactical Allocation | — | — | — | Oct 2017 | FLDFX vs UPAAX | |
| RESQ Dynamic Allocation Fund | Tactical Allocation | 84 | 7.59% | — | Dec 2013 | FLDFX vs RQEIX | |
| PIMCO Dynamic Income Strategy Fund | Tactical Allocation | 6 | 16.50% | — | Feb 2019 | FLDFX vs PDX | |
| PIMCO All Asset Fund Class A | Tactical Allocation | 92 | 9.15% | — | Apr 2008 | FLDFX vs PASAX | |
| Hundredfold Select Alternative Fund Investor Class | Tactical Allocation | 52 | 0.79% | — | — | FLDFX vs HFSAX | |
| BlackRock Tactical Opportunities Fund Institutiona... | Tactical Allocation | 77 | 9.87% | — | Jun 1993 | FLDFX vs PBAIX | |
| AQR Diversifying Strategies Fund Class N | Tactical Allocation | 92 | 4.58% | — | Jun 2020 | FLDFX vs QDSNX | |
| Quantified Market Leaders Fund | Tactical Allocation | 34 | 15.19% | — | Aug 2013 | FLDFX vs QMLFX | |
| Canterbury Portfolio Thermostat Fund | Tactical Allocation | 80 | 13.91% | — | Aug 2016 | FLDFX vs CAPTX |
Compare FLDFX with Any Fund or Stock
Compare FLDFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FLDFX with funds that move differently
Meeder Balanced Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FLDFX.
Explore FLDFX Diversifiers