Dynamic Growth Fund Quote

FLDGX Fund  USD 13.88  0.09  0.65%   

Performance

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Odds Of Distress

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Dynamic Growth is trading at 13.88 as of the 19th of May 2025; that is 0.65 percent up since the beginning of the trading day. The fund's open price was 13.79. Dynamic Growth has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 18th of February 2025 and ending today, the 19th of May 2025. Click here to learn more.
The fund pursues its investment objective by investing primarily in common and preferred stocks, as well as fixed income securities. It also invests in equity investment companies , which include foreign and domestic mutual funds, as well as in exchange traded funds , closed-end funds, and unit investment trusts. More on Dynamic Growth Fund

Moving together with Dynamic Mutual Fund

  0.97SRUAX Spectrum Fund AdviserPairCorr
  0.97SRUIX Spectrum Fund InstitPairCorr
  1.0QNTAX Quantex Fund AdviserPairCorr
  1.0QNTIX Quantex Fund InstituPairCorr
  0.9IFAAX Infrastructure FundPairCorr
  0.9IFAIX Infrastructure FundPairCorr

Dynamic Mutual Fund Highlights

Fund ConcentrationMeeder Funds, Large Blend Funds, Allocation--85%+ Equity Funds, Allocation--85%+ Equity, Meeder Funds, Large Blend, Allocation--85%+ Equity (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date28th of April 2023
Fiscal Year EndDecember
Dynamic Growth Fund [FLDGX] is traded in USA and was established 19th of May 2025. Dynamic Growth is listed under Meeder Funds category by Fama And French industry classification. The fund is listed under Allocation--85%+ Equity category and is part of Meeder Funds family. This fund currently has accumulated 245.23 M in assets under management (AUM) with no minimum investment requirementsDynamic Growth is currently producing year-to-date (YTD) return of 3.28% with the current yeild of 0.01%, while the total return for the last 3 years was 11.95%.
Check Dynamic Growth Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Dynamic Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Dynamic Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Dynamic Growth Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Dynamic Growth Fund Mutual Fund Constituents

DISWalt DisneyStockCommunication Services
MAMastercardStockFinancials
JPMJPMorgan Chase CoStockFinancials
IEFAiShares Core MSCIEtfForeign Large Blend
JNKSPDR Bloomberg HighEtfHigh Yield Bond
HDHome DepotStockConsumer Discretionary
UNHUnitedHealth Group IncorporatedStockHealth Care
SJNKSPDR Bloomberg ShortEtfHigh Yield Bond
More Details

Dynamic Growth Risk Profiles

Dynamic Growth Against Markets

Other Information on Investing in Dynamic Mutual Fund

Dynamic Growth financial ratios help investors to determine whether Dynamic Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Dynamic with respect to the benefits of owning Dynamic Growth security.
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