APRIL 16, 2021

 

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

 Our tactical model remains 100% invested, as the reward component remains higher than the risk component. The risk, our measure of expected volatility, has continued to decline as the economy begins to re-open.

 The long-term model has weakened slightly, due to a lack of positive market breadth during the past week. While this is a short-term concern, the long-term model is still very positive and market breadth has been very positive during the past few months.

 The intermediate-term model is back near neutral after improving during the past week. Optimism in the option’s market has started to subside after displaying extremely positive sentiment in recent weeks.

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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., Meeder Distribution Services, Inc., Member FINRA.

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