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A CLOSER LOOK AT OUR TACTICAL POSITIONING TARGETS

Some Meeder Portfolio strategies utilize our Defensive Equity Strategy to determine what portion of the portfolio’s equity sleeve will be invested in the equity markets. The dynamic statistical model analyzes and ranks over 70 different factors from our short, intermediate, and long term models to estimate the potential reward and marketplace risk of the equity markets. When the model indicates that the risks of the stock market may be greater than its potential rewards, the portfolios can scale back their equity exposure.

September 11, 2025

QUICK TAKE

Stocks were mixed last week following a weak jobs report on Friday. Despite some labor market weakness, the S&P 500 remains near all-time highs and all momentum factors within the short-term model are positive.

Both expected equity and bond market volatility, measured by the VIX and MOVE indices, remain below their respective long-term averages which is a positive sign for equities.

Historically high bullish newsletter sentiment and options activity are pushing the intermediate-term model into negative territory from a contrarian perspective.

This material is provided for informational and educational purposes only and does not constitute a recommendation or investment advice regarding the suitability of any portfolio for your particular circumstances. Portfolio allocation, opinions and forecasts regarding markets, securities, products, portfolios or holdings are given as of the date provided and are subject to change at any time.

Asset allocation and diversification do not assure a profit or protect against loss. All investments carry a certain amount of risk and there is no guarantee that any strategy will achieve its investment objective.

Investment advisory services provided by Meeder Asset Management, Inc.