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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.

January 16, 2026

QUICK TAKE

 The long-term model remains slightly negative as elevated valuations are outweighing the long-term trends component.

The intermediate-term model is neutral as bearish fund flows is being balanced out by bullish investor sentiment surveys. The AAII Investor sentiment bulls reach its highest level since November 2024.

Over the last 2 weeks, the net number of NYSE advancers – decliners has surged. Historically, strong short-term improvements in market breadth have been a positive sign for equity markets.

Market RISK is low relative to history. The MOVE index, measuring expected bond market volatility, is at its lowest reading in over 4 years.



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.