The longevity of the firm's product lineup has been impressive, demonstrated by a five-year risk-adjusted success ratio of 85%. This means 85% of products have both survived and beaten their respective category median on a risk-adjusted basis. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. Meeder Funds has accumulated a stellar risk-adjusted track record across its open-end and exchange-traded funds, with an average five-year Morningstar Rating of 3.9 stars. Meeder Funds has seen some disruption among its portfolio management ranks in the past five years, denoted by elevated turnover compared to peer asset-management firms. Long-term stability tends to support positive results.
Meeder Funds remains well-positioned in an increasingly competitive industry, earning it an Above Average Parent Pillar rating.
United States