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Meeder Conservative Allocation Fund - Institutional Class: (MF: IFAIX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 07:21 PM ET

$24.20 USD

+0.03 (0.12%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 2.36 84
3 months 2.62 84
6 months 6.23 77
1 Year 8.98 89
3 Year 9.25 83
5 Year 4.45 83
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 9.29
5 Year 3.84
10 Year NA
Since Inception 4.86

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.34 3.05 3.68 1.93
2024 3.63 0.29 4.88 -2.06
2023 2.12 1.30 -1.29 7.74
2022 -3.79 -6.55 -1.95 2.09
2021 0.33 3.54 -0.88 1.47

Annual Return

2026202520242023202220212020201920182017
% Total Return 2.369.296.7710.02-10.014.486.6810.61-2.278.10
% Total Return Rel to Index -0.75-8.92-18.24-16.218.19-24.19-11.72-20.872.11-13.69
% Total Return Rel to Peer -1.55-5.21-3.14-3.132.95-7.01-4.00-6.584.21-5.35
% Perf Quintile vs Peer* 5.005.000.004.001.005.005.005.001.005.00
% Dividends 0.000.700.690.680.290.250.440.570.460.21
% Yield 0.002.702.832.941.300.971.742.372.050.91
Capital Gains ($) 0.000.290.000.000.121.130.000.000.370.00
Expense Ratio 0.000.940.960.960.940.920.920.000.000.00

* 1 = Top 20%, 5 = Bottom 20%