About DVOAX
Meeder Moderate Allocation Fund Adviser Class is a mutual fund designed to provide a balanced approach to investing by actively allocating assets between equity securities and fixed income instruments. The fund’s primary objective is to deliver total return, combining both capital appreciation and current income. Utilizing a tactical, model-driven strategy, the fund adjusts its exposure to different asset classes, geographies, and sectors based on ongoing assessments of market risk and reward. Notably, when market conditions are favorable, equity allocation can reach up to 50%, while the minimum fixed income allocation remains at 50%, reflecting a moderately conservative profile. This allocation strategy aims to mitigate risk while seeking steady growth, making the fund suitable for investors seeking diversification across stocks and bonds. The fund’s portfolio typically includes a mix of domestic and international equities, a broad range of high-quality bonds, and strategic positions in cash and equivalents, reinforcing its role as a core holding for moderate-risk portfolios in the financial market.
Fund Family Meeder Funds
Category Allocation--30% to 50% Equity
Performance Rating Above Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol DVOAX
Share Class Adviser Class
Index Index is not available on Lipper Database
DVOAX had a total return of 10.73% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.69%.
