Morningstar

Meeder Moderate Allocation Fund Institutional Class DVOIX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Meeder Funds Investment Hub
  • NAV / 1-Day Return $13.64  /  −0.29 %
  • Fund Size $201.5M
  • Adjusted Expense Ratio 1.230%
  • Net Expense Ratio 1.030%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Moderately Conservative Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 2.04%
  • Turnover Ratio 200%
NAV and 1-Day Return as of

Morningstar’s Analysis DVOIX

Will DVOIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DVOIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DVOIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DVOIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Meeder Moderate Allocation Institutional holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings DVOIX

More DVOIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash And Equivalents

15.63 31M
Cash and Equivalents

Baird Core Plus Bond Inst

9.54 19M
—

iShares 7-10 Year Treasury Bond ETF

6.59 13M
—

MSCI EAFE Index Future Dec 26

5.12 10M
—

Fidelity Advisor Capital & Income Z

4.87 10M
—

Fidelity Advisor Total Bond Z

4.80 10M
—

PIMCO Total Return Instl

4.74 9M
—

Dodge & Cox Income I

4.05 8M
—

Guggenheim Total Return Bond Instl

3.31 7M
—

PGIM Total Return Bond R6

3.30 7M
—

Sponsor Center