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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.
October 16, 2026
QUICK TAKE
After adjusting for inflation and today’s interest rates, investors are being paid far less than usual to own stocks instead of short-term bonds. At the same time, global equity market breadth remains quite weak.
Investor sentiment is mixed, but we’ve seen a pickup in put hedging in recently, and retail investors remain cautious. From a contrarian standpoint, that’s constructive, as markets rarely peak when investors are pessimistic.
The S&P 500 is up nearly 13% year to date and momentum remains positive, but global equity markets have been consolidating since late summer.
Volatility has picked up in both equity and bond markets, with the VIX near 20, roughly its long-term average. The bigger risk has been in bonds, where the MOVE index remains above 100, a sign of rising uncertainty around interest rates.
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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., Meeder Distribution Services, Inc., Member FINRA.
