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Meeder Quantex (FLCGX) Fund Ranking and Research

Ranking, Research and Recommendation of Meeder Quantex (FLCGX) Fund

    Last Trade: $33.57 on 5/26/2017, Change: +0.03 (0.09%)

 

Graph of Meeder Quantex Fund (FLCGX) ManagerFund Manager - Robert S. Meeder Jr.

Fund Manager Information

Fund Manager Tenure: 28.8 years
Fund Family: Meeder Funds
Fund Category: Mid-Cap Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.58)     (What does this score mean?)
Honorable Mentioning: Lipper Awards (2011),

 

Graph of Meeder Quantex Fund (FLCGX) ProfileMeeder Quantex Fund (FLCGX) Profile

Fund Profile and Description

Meeder Quantex Fund seeks long-term capital appreciation. Meeder Quantex Fund normally invests at least 80% of net assets in the equity securities of small and mid-capitalization companies and at least 65% in growth stocks. It invests throughout all major industry sectors. Meeder Quantex Fund may invest in index funds and index-based investments, such as Standard & Poor’s Depositary Receipts (SPDRs) and stock index futures as a means of providing adequate liquidity and maintaining a fully-invested position in equity securities at all times.

 

Meeder Quantex (FLCGX) Fund Strength What we like about Meeder Quantex (FLCGX) Fund

Data for Meeder Quantex Fund (FLCGX) as of May 30, 2016

  • Meeder Quantex Fund (FLCGX) management has been with Meeder Quantex Fund for 28.8 years
  • Meeder Quantex Fund (FLCGX) has good short-term performance (1-year return -0.98% vs -3.20% Mid-Cap Value category median performance)
  • Meeder Quantex Fund (FLCGX) has good mid-term performance (3-year return 9.03% vs 8.20% Mid-Cap Value category median performance)
  • Meeder Quantex Fund (FLCGX) has good Long-term performance (5-year return 9.76% vs 8.87% Mid-Cap Value category median performance)
  • Meeder Quantex Fund (FLCGX) ratio of up-years vs down years is greater than 2
  • Asset base in Meeder Quantex Fund (FLCGX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Meeder Quantex Fund (FLCGX) has a lower expense ratio than its Mid-Cap Value average: 1.09% vs 1.18%

Meeder Quantex Fund (FLCGX) Weakness What we are cautious about Meeder Quantex (FLCGX) Fund

Data for Meeder Quantex Fund (FLCGX) as of May 30, 2016

  • Meeder Quantex Fund (FLCGX) has a Morningstar rating of 3 and below
  • Meeder Quantex Fund (FLCGX) is less safe compared to its Mid-Cap Value peers
  • Meeder Quantex Fund (FLCGX) has an annual stock turnover rate of 87.00% that is higher than the Mid-Cap Value average of 53.78%. This could mean Meeder Quantex is more nimble, but also signal potential high tax impact and high trading fees
  • Meeder Quantex Fund (FLCGX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.13 that is higher than category average of 12.6
  • Even though Meeder Quantex Fund carries no load, it does have a 0.20% of 12b1 promotion, distributions, marketing expenses
See Meeder Quantex Fund (FLCGX) performance details as of May 30, 2016

 

What do you think?

 

Compare Meeder Quantex Fund (FLCGX)Compare with other top Mid-Cap Value category mutual funds

Aadditional top Mid-Cap Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Meeder Quantex8.84-0.989.039.76
American Century Mid Cap Value C (ACCLX)9.334.3411.1311.06Compare
VY American Century Small-Mid Cap Val S2 (ISMSX)8.163.3910.7310.75Compare
JHancock Disciplined Value Mid Cap Adv (JVMVX)4.440.4912.5512.11Compare

See top fund managers for Mid-Cap Value Category Funds

 

Compare Meeder Quantex Fund (FLCGX)Compare with Mid-Cap Value category ETFs

Some Mid-Cap Value ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Select Dividend (DVY)11.18%9.44%12.25%
PowerShares High Yld Eq Div Achiev ETF (PEY)14.38%16.97%16.38%
PowerShares Russell Midcap Pure Val ETF (PXMV)11.24%1.03%10.35%
Vanguard Mid-Cap Value ETF (VOE)000
SPDR S&P 400 Mid Cap Value ETF (MDYV)000

 

Graph of Meeder Quantex Fund (FLCGX) Net Asset TrackingMeeder Quantex (FLCGX) Fund Net Asset

Track net asset change of Meeder Quantex fund (FLCGX)

DateNet Asset
05/2016$64.60M
03/2016$62.88M
02/2016$57.00M
More historic net asset information on Meeder Quantex Fund (FLCGX)

  

Graph of Meeder Quantex Fund (FLCGX) Portfolio TrackingMeeder Quantex (FLCGX) Fund Portfolio Allocation

Track portfolio allocation change of Meeder Quantex fund (FLCGX)

DateCashStockBondOther
05/201610.18%89.74%0%0.08%
03/201618.85%80.87%0%0.28%
01/201618.89%80.88%0%0.23%
Click here to see more historic asset allocation information on Meeder Quantex Fund (FLCGX)

 

graph of Meeder Quantex Fund (FLCGX) Top 10 Position TrackingTop 10 Holdings in Meeder Quantex (FLCGX) Fund

Discover what Meeder Quantex Fund (FLCGX) manager is buying

May 30, 2016
CONSOL Energy Inc. Common Stock [1.61%]
Southwestern Energy Company Com [1.6%]
Talen Energy Corporation Common [1.59%]
Range Resources Corporation Com [1.52%]
Chemours Company (The) Common S [1.44%]
Joy Global Inc. Common Stock [1.43%]
Murphy Oil Corporation Common S [1.35%]
EQT Corporation Common Stock [1.14%]
Urban Outfitters, Inc. [1.13%]
Cabot Oil & Gas Corporation Com [1.12%]

Mar 30, 2016
Urban Outfitters, Inc. [1.1%]
Talen Energy Corporation Common [1.09%]
CONSOL Energy Inc. Common Stock [1.08%]
Michael Kors Holdings Limited O [1.07%]
PVH Corp. Common Stock [1.01%]
Range Resources Corporation Com [0.99%]
Chemours Company (The) Common S [0.98%]
EQT Corporation Common Stock [0.97%]
Cabot Oil & Gas Corporation Com [0.97%]
Joy Global Inc. Common Stock [0.96%]

Jan 30, 2016
Southwestern Energy Company Com [1.06%]
Range Resources Corporation Com [1.02%]
EQT Corporation Common Stock [1%]
Cabot Oil & Gas Corporation Com [0.99%]
Dean Foods Company Common Stock [0.99%]
Talen Energy Corporation Common [0.97%]
Scripps Networks Interactive, I [0.94%]
NiSource Inc Common Stock [0.91%]
Deckers Outdoor Corporation Com [0.89%]
FLIR Systems, Inc. [0.88%]
Click here for Stock Holding Change Map in Meeder Quantex Fund (FLCGX)

  

Latest News on Meeder Quantex (FLCGX) Fund

See what is happening with Meeder Quantex Fund (FLCGX)

 

Meeder Quantex Fund (FLCGX) Related ResourcesSee more information on Meeder Quantex (FLCGX) Fund

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