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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 3, 2025

QUICK TAKE

 Despite the ongoing U.S. government shutdown, equity markets moved higher, with the S&P 500 closing the week at an all-time high. All trend and momentum factors remain positive within the short-term model.

Low market risk is the main reason for optimism in equities. Expected equity and bond market volatility, as measured by the VIX and MOVE indexes, remains well below long-term averages. Notably, the MOVE index dropped below 70 for the first time since November 2021.

Investor sentiment is mixed, as bearish investor surveys are balanced by bullish options activity and newsletters. As a result, the intermediate-term model is in neutral territory.



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.