DVOIX – Meeder Moderate Allocation Institutional Investment Strategy | Morningstar

Morningstar

Strategy

The investment seeks to provide total return, including capital appreciation, and current income. The fund invests primarily in common and preferred stocks, as well as fixed income securities. It may also invest in investment companies ("underlying funds"), which include domestic and foreign mutual funds, as well as in exchange traded funds ("ETFs"), closed-end funds, and unit investment trusts. The fund will have a maximum of 50% of its net assets invested in equity securities or underlying funds investing in equity securities. It will also have a minimum of 50% of its net assets invested in fixed income securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
FLDOX	Meeder Moderate Allocation Fund Retail Class	No Load	Open			Jun 30, 2015	$5.02M	1.510%	High	$2,500	$999,680.54
DVOAX	Meeder Moderate Allocation Fund Adviser Class	No Load	Open			Oct 31, 2016	$30.85M	1.240%	High	$2,500	−$5.97M
DVOIX	Meeder Moderate Allocation Fund Institutional Class	Institutional	Open			Oct 31, 2016	$164.45M	1.230%	High	$1M	$1.99M

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