See what your fund actually adds
Meeder Sector Rotation Fund Retail Class FLCGX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | FLCGX | Replication |
|---|---|---|
| Annualized growth | 7.9% | 13.1% |
| Annualized volatility | 17.0% | 16.6% |
| Sharpe ratio | 0.53 | 0.82 |
| Maximum drawdown | 22.9% | 21.6% |
| Replication fit (R²) | 0.93 · Tracking error 4.3% | |
Replication portfolio
The published portfolio below is the investable basket used to model FLCGX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VBR | Small-Cap · Value | 40.3% |
| LRGF | Factor · Multi-Factor | 33.6% |
| XLK | Sector · Technology | 14.3% |
| EFV | Intl · Value | 11.9% |