Meeder Moderate Allocation Fund (FLDOX) 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 FLDOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FLDOX
FLDOX charges 1.36% annually. There are 494 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 | FLDOX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FLDOX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | FLDOX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FLDOX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | FLDOX vs VTMFX |
Best Risk-Adjusted Alternatives to FLDOX
FLDOX has a PortfoliosLab risk / return rank of 62. There are 301 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 | FLDOX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | FLDOX vs TIBIX | |
| Davis Appreciation & Income Fund | 97 | — | Apr 1992 | FLDOX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | FLDOX vs NWQIX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | FLDOX vs AYBLX |
Top Performing FLDOX Alternatives (YTD)
FLDOX is at 6.31% YTD. There are 324 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 31.44% | — | Jan 1998 | FLDOX vs EKBAX | |
| ICON Equity Income Fund | 20.32% | — | May 2004 | FLDOX vs IOEZX | |
| Greenspring Fund | 18.97% | — | Jun 1983 | FLDOX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 18.62% | — | Dec 2002 | FLDOX vs TIBIX | |
| Disciplined Growth Investors Fund | 17.68% | — | Aug 2011 | FLDOX vs DGIFX |
Lowest Volatility Alternatives to FLDOX
FLDOX has 7.68% 1-year volatility. There are 194 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 | FLDOX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | FLDOX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.92% | — | Apr 2012 | FLDOX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | FLDOX vs AVEFX | |
| American Funds College 2027 Fund | 3.08% | — | Sep 2012 | FLDOX vs CSTAX |
Lowest Drawdown Alternatives to FLDOX
FLDOX has a 1-year max drawdown of -5.79%. There are 203 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 | FLDOX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | FLDOX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | FLDOX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | FLDOX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | FLDOX vs CSTAX |
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 | 77 | 12.92% | — | Feb 2000 | FLDOX vs FLDGX | |
| Meeder Spectrum Fund | Long-Short | 78 | 12.14% | — | Jan 2015 | FLDOX vs FLSPX | |
| Meeder Quantex Fund | Mid Cap Value Equities | 46 | 7.75% | — | Mar 1985 | FLDOX vs FLCGX | |
| Meeder Global Allocation Fund | Global Allocation | 71 | 12.52% | — | Jan 2006 | FLDOX vs FLFGX | |
| Meeder Muirfield Fund | Tactical Allocation | 73 | 12.07% | — | Aug 1988 | FLDOX vs FLMFX | |
| Meeder Tactical Income Fund | Nontraditional Bonds | 84 | 1.60% | — | Jun 2011 | FLDOX vs FLBDX | |
| Meeder Conservative Allocation Fund | Diversified Portfolio | 46 | 3.60% | — | Jun 1995 | FLDOX vs FLRUX | |
| Meeder Balanced Fund | Tactical Allocation | 69 | 8.85% | — | Jan 2006 | FLDOX vs FLDFX |
Often Compared With FLDOX
Investors most often compare FLDOX with BERIX, BLNDX, FIQDX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare FLDOX with Any Fund or Stock
Compare FLDOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FLDOX with funds that move differently
Meeder Moderate Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FLDOX.
Explore FLDOX Diversifiers