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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.

March 13, 2026

QUICK TAKE

 Elevated equity market valuations mixed with inflationary pressures from rising commodity prices are headwinds for equities within the long-term component of the model.

The intermediate-term model is at its best possible reading due to several bearish sentiment indicators such as retail investor surveys, stock newsletters, and options activity. This is positive from a contrarian perspective.

The S&P 500 has been in a consolidation period since October 2025. Most of the trend and momentum factors are positive, but some near-term signals have turned negative.

REWARD is greater than RISK leading to the Defensive Equity Strategy being fully invested, however RISK has been climbing due to growing geopolitical and inflationary concerns.



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.