JuLY 12, 2019

 

A Closer Look at Our Tactical Positioning Targets

Each day, Meeder analyzes and ranks over 70 different factors from our short, intermediate, and long-term models. The dynamic statistical model incorporates factors covering macroeconomic, fundamental, trends and technical analysis to estimate the potential reward and marketplace risk of the equity markets. The Meeder Spectrum, Muirfield, Balanced, Moderate Allocation, and Conservative Allocation funds utilize this strategy for the Defensive Equity portion of their portfolios. The Defensive Equity Strategy guides the allocation of each fund’s equity sleeve and the actual proportion of equity investments in any fund will vary depending on the investment objectives of the fund.

Quick Take

With the S&P 500 trading near its all-time high, a variety of our short- and long-term trend factors remain positive.

During the month of June, the market experienced extremely strong market breadth, which measures the number of advancing stocks relative to declining stocks.  While this has subsided in recent weeks, market breadth continues to be a positive catalyst.

Investor sentiment is becoming more and more bullish. One example is equity option activity, which shows an increasing number of bullish calls relative to bearish puts.  We view this optimism as a near-term risk.

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Past performance is not a guarantee of future results. All investments carry a certain amount of risk and the Funds cannot guarantee that they will achieve their investment objectives. Loss of money is a risk of investing in a mutual fund. The Funds are subject to stock market and liquidity risk. The Funds are also subject to foreign investment risk. These risks, as well as others, may occur during the time you hold shares of the funds.

Investors are advised to consider carefully the investment objectives, risks, charges and expenses of the Meeder Funds before investing. The Meeder Funds prospectus contains this and other information about the funds.

To request or receive a copy of the Meeder Funds prospectus, contact Meeder Client Services at (800) 325-3539
Meeder, Meeder Funds, and Muirfield Fund are registered trademarks of Meeder Investment Management, Inc. Adviser Dealer Services, Inc., Member FINRA.

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(866) 633-3371
contact@meederinvestment.com