SEPTEMBER 25, 2020

 

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.

Quick Take

 Individual Investor sentiment quickly turned bearish after the equity weakness during September. For example, the AAII Sentiment Survey showed a higher percentage of investors are bearish than bullish for a record 31 consecutive weeks. This type of skepticism often surrounds market turning points.

 The long-term model remains in very favorable territory. Despite the short-term volatility, our long-term trend factors remain mostly positive.

 Institutional demand factors in our intermediate-term model continue to show a lack of significant fund flow activity during September. Ideally, we would like to see a surge in demand following this recent decline in equities.

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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. Adviser Dealer Services, Inc., Member FINRA.

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