Meeder Dynamic Allocation Fund (FLDGX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FLDGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FLDGX
FLDGX charges 1.32% annually. There are 491 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | FLDGX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FLDGX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FLDGX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | FLDGX vs VBAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | FLDGX vs FYMIX |
Best Risk-Adjusted Alternatives to FLDGX
FLDGX has a PortfoliosLab risk / return rank of 74. There are 127 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | FLDGX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | FLDGX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | FLDGX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | FLDGX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | FLDGX vs FSRRX |
Top Performing FLDGX Alternatives (YTD)
FLDGX is at 11.89% YTD. There are 31 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | FLDGX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | FLDGX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | FLDGX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | FLDGX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | FLDGX vs BRUFX |
Lowest Volatility Alternatives to FLDGX
FLDGX has 12.90% 1-year volatility. There are 491 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | FLDGX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | FLDGX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | FLDGX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | FLDGX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | FLDGX vs CSTAX |
Lowest Drawdown Alternatives to FLDGX
FLDGX has a 1-year max drawdown of -9.17%. There are 496 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | FLDGX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | FLDGX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | FLDGX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | FLDGX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | FLDGX vs CSTAX |
Other Mutual Funds from Meeder Funds
The 8 most viewed Meeder Funds mutual funds shown here include FLSPX, FLCGX, FLFGX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Meeder Spectrum Fund | Long-Short | 73 | 10.62% | — | Jan 2015 | FLDGX vs FLSPX | |
| Meeder Quantex Fund | Mid Cap Value Equities | 37 | 5.65% | — | Mar 1985 | FLDGX vs FLCGX | |
| Meeder Global Allocation Fund | Global Allocation | 70 | 11.55% | — | Jan 2006 | FLDGX vs FLFGX | |
| Meeder Muirfield Fund | Tactical Allocation | 70 | 11.07% | — | Aug 1988 | FLDGX vs FLMFX | |
| Meeder Moderate Allocation Fund | Diversified Portfolio | 66 | 5.84% | — | Jun 2015 | FLDGX vs FLDOX | |
| Meeder Tactical Income Fund | Nontraditional Bonds | 87 | 1.49% | — | Jun 2011 | FLDGX vs FLBDX | |
| Meeder Conservative Allocation Fund | Diversified Portfolio | 54 | 3.30% | — | Jun 1995 | FLDGX vs FLRUX | |
| Meeder Balanced Fund | Tactical Allocation | 69 | 8.26% | — | Jan 2006 | FLDGX vs FLDFX |
Often Compared With FLDGX
Investors most often compare FLDGX with FSENX, VYM, SPY. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare FLDGX with Any Fund or Stock
Compare FLDGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FLDGX with funds that move differently
Meeder Dynamic Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FLDGX.
Explore FLDGX Diversifiers