Balanced Fund

Balanced Fund is a registered fund series of Meeder Funds (series S000003619). Net assets $446.4M as of 2026-03-31.

Profile

Advisers

Top holdings (173 reported)

Showing 15 of 173 holdings by value.

HoldingTickerValue% of fund
Meeder Government Money MarketMDFXX$104.3M2335.74%
Baird Core Plus Bond Fund$25.9M580.27%
Fidelity Total Bond Fund$25.9M580.06%
Fidelity Advisor Capital & Inc$19.8M442.76%
Apple Inc$17.0M381.20%
NVIDIA Corp$16.6M370.98%
Alphabet Inc$14.4M322.37%
Dodge & Cox Income Fund$13.8M308.97%
Microsoft Corp$13.7M306.75%
State Street SPDR Bloomberg Hi$13.1M292.73%
iShares 20+ Year Treasury Bond$12.3M275.03%
Berkshire Hathaway Inc$7.8M173.82%
Mastercard Inc$7.4M165.14%
General Dynamics Corp$6.3M142.04%
Johnson & Johnson$5.4M121.05%

Net asset history

Report dateNet assets
2026-03-31$446.4M
2025-12-31$437.7M
2025-09-30$433.8M
2025-06-30$418.7M
2025-03-31$401.2M
2024-12-31$405.9M
2024-09-30$412.5M
2024-06-30$391.9M

More