Meeder Moderate Allocation Fund Institutional Class (DVOIX)

Overview

The company specializes in a diversified investment strategy, focusing on both equity and fixed income securities. By allocating investments across common and preferred stocks, as well as fixed income instruments, the company tailors its portfolio to achieve a balanced risk-reward profile. It extends its reach through investing in a variety of investment vehicles, such as mutual funds, exchange-traded funds (ETFs), closed-end funds, and unit investment trusts, spanning both domestic and international markets. The strategic allocation allows for a flexible investment approach, ensuring a minimum of 0% and a maximum of 50% of its net assets in equity securities, while maintaining a significant focus on fixed income securities, which comprise between 50% and 100% of its net assets. This diverse investment philosophy aims to cater to investors seeking a mix of growth and income, with an emphasis on capital preservation and risk management.

Products and Services

• Equity Securities Investments

  This service encompasses the investment in both common and preferred stocks, offering investors the opportunity to participate in the equity markets. The goal is to maximize returns through capital appreciation and dividends, within the defined risk parameters of having between 0% and 50% of the fund's net assets in such investments. This allows for exposure to the growth potential of equity markets while maintaining a balanced approach to risk.

• Fixed Income Securities Investments

  With a focus on stability and income generation, this offering involves allocating between 50% and 100% of the fund's net assets in fixed income securities. This broad spectrum includes government and corporate bonds, aiming to provide a steady income stream and reduce volatility in the investor's portfolio. The fixed income approach is tailored towards those seeking lower-risk investment avenues, emphasizing capital preservation and consistent income.

• Investments in Underlying Funds

  The company also offers investment opportunities in various underlying funds, including domestic and foreign mutual funds, ETFs, closed-end funds, and unit investment trusts. By diversifying into these investment companies, the fund aims to enhance its potential returns and reduce risk through broad-based exposure across different asset classes, geographies, and investment strategies. This multi-layered investment solution provides a comprehensive approach to asset allocation, designed to meet diverse investor needs and objectives.