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.

October 9, 2026

QUICK TAKE

Although the S&P 500 has returned to all-time highs, constituent participation has been poor. Nearly half of the index is in a long-term downtrend, with 50% of constituents trading below their 200-day moving average.

The AAII Investor Sentiment Survey bulls moved above bears for the first time since July. Bullish sentiment remains well below the levels typically observed near market tops.

The S&P 500 is up 14.9% year-to-date, including a 2.1% gain over the past month and 0.5% this week. As a result, all trend signals remain positive.

Over the past three months, the VIX has declined 13% while the MOVE index has risen 27%. Equity markets are pricing in lower risk, while Treasury markets are signaling more uncertainty.



Please accept statistics cookies to watch this video.

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.