DYGIX – Meeder Dynamic Allocation Institutional Investment Strategy | Morningstar

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Strategy

The investment seeks to provide long-term capital appreciation. The fund pursues its investment objective by investing primarily in common and preferred stocks, as well as fixed income securities. It also invests in equity investment companies ("underlying funds"), which include foreign and domestic mutual funds, as well as in exchange traded funds ("ETFs"), closed-end funds, and unit investment trusts. The fund will have a minimum of 80% and a maximum of 95% of its net assets invested in equity securities or underlying funds investing in equity 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
FLDGX	Meeder Dynamic Allocation Fund Retail Class	No Load	Open			Feb 29, 2000	$37.07M	1.460%	High	$2,500	$303,414.74
DYGAX	Meeder Dynamic Allocation Fund Adviser Class	No Load	Open			Oct 31, 2016	$35.09M	1.140%	Above Average	$2,500	−$3.54M
DYGIX	Meeder Dynamic Allocation Fund Institutional Class	Institutional	Open			Oct 31, 2016	$575.34M	1.130%	High	$1M	$119.74M

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