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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.

May 29, 2026

QUICK TAKE

 Elevated valuations remain a headwind in our long-term model, particularly as inflation pressures persist and 30-year Treasury yields remain near multi-decade highs.

Retail surveys, including the AAII Investor Sentiment Survey, continue to reflect bearish sentiment, while newsletter sentiment is bullish. As a result, the intermediate-term model remains neutral.

With the S&P 500 near all-time highs and posting its ninth straight week of gains, all trend and momentum signals are positive.

RISK remains favorable, as both equity and bond market risk measures are below their long-term averages. The VIX also remains near year-to-date lows, reflecting subdued market volatility expectations.



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.