Meeder Conservative Allocation Retail (FLRUX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
P/E 21.64 means the share price is 21.64 times one year of earnings per share. Beta 0.66: the stock has moved about 34% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerMeeder Conservative Allocation Retail (FLRUX) trades at $24.22. Meeder Conservative Allocation Retail (FLRUX) is a fund that invests in a mix of common and preferred stocks and fixed-income securities. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for FLRUX: FLRUX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Meeder Conservative Allocation Retail (FLRUX) Financial Services Profile
Meeder Conservative Allocation Retail (FLRUX) offers a diversified portfolio by investing in both equity and fixed-income securities. With a focus on capital preservation, the fund targets a conservative risk profile, allocating the majority of its assets to fixed income while maintaining exposure to equity markets.
What Is the Investment Thesis for FLRUX?
Meeder Conservative Allocation Retail (FLRUX), with a market cap of $0.17 billion and a beta of 0.66, presents a conservative investment approach by allocating the majority of its assets to fixed-income securities. The fund's strategy of maintaining 70-100% of its net assets in fixed income aims to provide stability and income generation. A key value driver is its diversified exposure through underlying funds, including ETFs and mutual funds. Growth catalysts include increasing demand for conservative investment options in uncertain economic environments. Potential risks include interest rate sensitivity and credit risk associated with fixed-income holdings. The fund's performance is closely tied to the overall health of the fixed-income market and its ability to generate consistent returns while managing risk.
Based on FMP financials and quantitative analysis
FLRUX Key Highlights
Market Cap of $0.17 billion indicates a relatively small fund size, potentially offering agility in investment strategies.
- Beta of 0.66 suggests lower volatility compared to the overall market, aligning with its conservative allocation strategy.
- Minimum 70% allocation to fixed income provides a stable income stream and reduces overall portfolio risk.
- Maximum 30% allocation to equity securities allows for potential capital appreciation and enhanced returns.
- Investment in underlying funds, including ETFs and mutual funds, provides diversification and access to a broader range of asset classes.
Who Are FLRUX's Competitors?
FLRUX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| AMIDX Amana Developing World Fund Institutional Class | $18.78 | +0.86% | $215M | — |
| ASQIX American Century Small Company Fund Investor Class | $21.25 | +0.81% | $190M | — |
| BVAOX Madison Small Cap Fund Class Y | $10.47 | +1.16% | $162M | — |
| CBLLX Wells Fargo C&B Large Cap Value Fund - Class Admin | $11.42 | -0.70% | $159M | — |
| FLDOX Meeder Moderate Allocation Retail | $13.60 | +0.22% | $200M | — |
| BLK BlackRock, Inc. | $1081.28 | +1.39% | $165B | 51 5-pillar |
| BX Blackstone Inc. | $113.24 | +1.42% | $137B | 66 5-pillar |
| APOS Apollo Global Management, Inc. | $25.53 | -0.23% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are FLRUX's Key Strengths?
Conservative allocation strategy reduces overall portfolio risk.
- Diversified portfolio with exposure to multiple asset classes.
- Experienced investment team with expertise in fixed income and equity markets.
What Are FLRUX's Weaknesses?
Lower potential for high returns compared to more aggressive investment strategies.
- Vulnerability to interest rate fluctuations and credit risk in fixed income holdings.
- Reliance on underlying funds may introduce additional layers of fees.
What Are the Key Risks for FLRUX?
Rich valuation — a P/E of 21.64 runs well above the Financial Services sector’s ~17.20x, leaving little room for a miss.
- Interest rate sensitivity and credit risk associated with fixed-income holdings.
- Economic downturn or market volatility could negatively impact performance.
- Competition from other conservative allocation funds.
What Are FLRUX's Competitive Advantages?
- Established track record in managing conservative allocation strategies.
- Experienced investment team with expertise in fixed income and equity markets.
- Diversified portfolio with exposure to a wide range of asset classes.
- Access to research and analytical resources to support investment decisions.
What Does FLRUX Do?
Meeder Conservative Allocation Retail (FLRUX) is a fund designed to provide investors with a diversified portfolio primarily composed of fixed-income securities, complemented by a smaller allocation to equity securities. The fund invests in a mix of common and preferred stocks, as well as various fixed-income instruments, including government and corporate bonds. FLRUX may also invest in underlying funds, such as domestic and foreign mutual funds, exchange-traded funds (ETFs), closed-end funds, and unit investment trusts, to gain exposure to a broader range of asset classes and investment strategies. The fund's investment strategy involves maintaining a minimum of 70% and a maximum of 100% of its net assets in fixed-income securities, while allocating a minimum of 0% and a maximum of 30% to equity securities or underlying funds investing in equity securities. This allocation strategy aims to provide a balance between income generation and capital appreciation, with a focus on managing risk and preserving capital. The fund's objective is to provide a conservative investment option for investors seeking a diversified portfolio with a focus on fixed income and a moderate level of equity exposure. FLRUX is managed by a team of experienced investment professionals who employ a disciplined approach to asset allocation and security selection, seeking to identify attractive investment opportunities while managing risk effectively.
What Products and Services Does FLRUX Offer?
- Invests primarily in common and preferred stocks.
- Allocates a significant portion of assets to fixed income securities.
- May invest in underlying funds, including mutual funds and ETFs.
- Targets a conservative investment approach with a focus on capital preservation.
- Seeks to provide a balance between income generation and capital appreciation.
- Manages asset allocation to maintain a minimum of 70% in fixed income and a maximum of 30% in equity.
How Does FLRUX Make Money?
- Generates revenue through management fees based on assets under management (AUM).
- May earn income from dividends and interest payments on investments.
- Seeks to generate capital appreciation through strategic asset allocation and security selection.
What Industry Does FLRUX Operate In?
Meeder Conservative Allocation Retail (FLRUX) operates within the asset management industry, which is characterized by a wide range of investment products and strategies. The industry is influenced by market trends, economic conditions, and investor sentiment. The competitive landscape includes various mutual funds, ETFs, and other investment vehicles offering similar conservative allocation strategies. FLRUX differentiates itself through its specific asset allocation mix and investment approach, targeting investors seeking a balance between income and capital appreciation with a focus on risk management. The growth of the asset management industry is driven by factors such as increasing retirement savings, rising disposable incomes, and the growing demand for professional investment management services.
Who Are FLRUX's Key Customers?
- Individual investors seeking a conservative investment approach.
- Retirement savers looking for stable income and capital preservation.
- Financial advisors recommending diversified portfolios to their clients.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 42 snapshots
| 2026-08-23 | 47 |
| 2026-08-31 | 47 |
| 2026-09-08 | 47 |
| 2026-09-16 | 47 |
| 2026-09-24 | 47 |
| 2026-10-04 | 47 |
| 2026-10-05 | 47 |
What changed?
The score has stayed at 47.
Over the same 30 days the stock moved -2.7%.
FLRUX Financials
Bull Case vs Bear Case
Bull Case
- Conservative allocation strategy reduces overall portfolio risk.
- Diversified portfolio with exposure to multiple asset classes.
- Experienced investment team with expertise in fixed income and equity markets.
- Ongoing: Increasing demand for conservative investment options in uncertain economic environments.
Bear Case
- Lower potential for high returns compared to more aggressive investment strategies.
- Vulnerability to interest rate fluctuations and credit risk in fixed income holdings.
- Reliance on underlying funds may introduce additional layers of fees.
- Potential: Interest rate sensitivity and credit risk associated with fixed-income holdings.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
FLRUX Latest News
No recent news available for FLRUX.
FLRUX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for FLRUX.
Price Targets
Wall Street price target analysis for FLRUX.
FLRUX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for FLRUX; grades run from A+ (80-100) to F (below 30).
Meeder Conservative Allocation Retail Financials Stock: Key Questions Answered
What are the main risks for FLRUX?
The main risks for Meeder Conservative Allocation Retail (FLRUX) include interest rate risk, which can negatively impact the value of its fixed-income holdings if interest rates rise. Credit risk is also a concern, as the fund invests in fixed-income securities that are subject to the risk of default by the issuer.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The information provided is based on available data and may be subject to change.
- Investment decisions should be made in consultation with a qualified financial advisor.