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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.

August 28, 2026

QUICK TAKE

With Q2 earnings season coming to a close, S&P 500 earnings is on track for an astounding 52% year over-year growth. The forward price-to-earnings ratio for the S&P 500 is 19.6x, below its 5-year average of 19.9x.

Retail sentiment remains net bearish per the latest AAII survey, with bulls at 32.9% and bears at 44.4%. The lack of excessive optimism from investors leaves room for the equity rally to continue.

The S&P 500 finished higher on the week, marking its 4th positive week out of the 5. Market momentum in the short- and long-term is favorable for equities.

Both the VIX and MOVE have compressed materially over the past month, reflecting a broad reduction in perceived risk across equity and fixed income markets.



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.