Meeder Sector Rotation Adviser (QNTAX)
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Meeder Sector Rotation Adviser
Dublin, OH 43017
6125 Memorial Dr. PO Box 7177
Meeder Funds
Management Information
,Lead Manager since March 30, 2018
Joseph Bell, CFA, CMT, MBA. Mr. Bell is the CIO of Meeder Investment Management. Mr. Bell has been a Portfolio Manager at Meeder since March 2018, when he joined the team managing the Mutual Funds. Mr. Bell was previously a Senior Market Strategist and a Senior Equity Analyst at Schaeffer’s Investment Research.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryMid-Cap Value
Fund FamilyMeeder Funds
Net Assets36.43M
YTD Return5.77%
Yield1.51%
Morningstar Rating★
Inception DateMar 19, 1985
Fund Operations
Last Dividend0.12
Last Cap Gain15.00
Holdings Turnover38.00%
Average for CategoryN/A
Fees & Expenses
ExpenseQNTAXCategory Average
Annual Report Expense Ratio (net)1.77%1.01%
Prospectus Net Expense Ratio1.77%N/A
Prospectus Gross Expense Ratio1.77%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.38%
Max Deferred Sales LoadN/A1.14%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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