Muirfield Fund Institutional Fund Quote
| FLMIX Fund | USD 11.10 0.02 0.18% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Muirfield Fund is trading at 11.10 as of the 1st of December 2024; that is 0.18 percent down since the beginning of the trading day. The fund's open price was 11.12. Muirfield Fund has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Muirfield Fund Institutional are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of December 2023 and ending today, the 1st of December 2024. Click here to learn more.
The fund pursues its investment objective by investing primarily in common and preferred stocks. It may also invest in equity investment companies , which include domestic and foreign mutual funds, as well as in exchange traded funds , closed-end funds, and unit investment trusts. More on Muirfield Fund Institutional
Moving together with Muirfield Mutual Fund
Muirfield Mutual Fund Highlights
| Fund Concentration | Meeder Funds, Large Blend Funds, Tactical Allocation Funds, Tactical Allocation, Meeder Funds, Large Blend, Tactical Allocation (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Muirfield Fund Institutional [FLMIX] is traded in USA and was established 1st of December 2024. Muirfield Fund is listed under Meeder Funds category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of Meeder Funds family. This fund currently has accumulated 697.2 M in assets under management (AUM) with minimum initial investment of 1000 K. Muirfield Fund Insti is currently producing year-to-date (YTD) return of 20.53% with the current yeild of 0.01%, while the total return for the last 3 years was 7.07%.
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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 Muirfield 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 Muirfield 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 Muirfield Fund Institutional 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 Muirfield Fund Institutional Mutual Fund Constituents
| BAC | Bank of America | Stock | Financials | |
| VZ | Verizon Communications | Stock | Communication Services | |
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| IWO | iShares Russell 2000 | Etf | Small Growth | |
| JNJ | Johnson Johnson | Stock | Health Care |
Muirfield Fund Top Holders
| PFTEX | Riskproreg Tactical 0 30 | Mutual Fund | Tactical Allocation | |
| EVFTX | Evaluator Tactically Managed | Mutual Fund | Allocation--30% to 50% Equity | |
| EVTTX | Evaluator Tactically Managed | Mutual Fund | Allocation--30% to 50% Equity |
Muirfield Fund Insti Risk Profiles
| Mean Deviation | 0.5481 | |||
| Semi Deviation | 0.7187 | |||
| Standard Deviation | 0.7659 | |||
| Variance | 0.5866 |
Muirfield Fund Against Markets
Other Information on Investing in Muirfield Mutual Fund
Muirfield Fund financial ratios help investors to determine whether Muirfield 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 Muirfield with respect to the benefits of owning Muirfield Fund security.
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