InvestmentView Dashboard
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.
September 27, 2024
QUICK TAKE
The long-term model has improved over the past month as we continue to observe strong market performance in domestic and international markets.
The intermediate-term model is slightly negative as optimism around the US economy and bearish outflows are at balance with bullish investor surveys.
The main driver of our 100% equity allocation continues to be low market RISK. Expected bond market volatility (MOVE index) has fallen substantially since the beginning of September and expected equity market volatility (VIX) is below its 5-year average.
The intermediate-term model is slightly negative as optimism around the US economy and bearish outflows are at balance with bullish investor surveys.
The main driver of our 100% equity allocation continues to be low market RISK. Expected bond market volatility (MOVE index) has fallen substantially since the beginning of September and expected equity market volatility (VIX) is below its 5-year average.
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.
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.