DVOAX Mutual Fund

DVOAX Mutual Fund (Meeder Moderate Allocation Fund Adviser Class) is managed by Meeder with $31.1M in net assets. DVOAX expense ratio is 1.18%, holding 174 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2016-10-31.

DVOAX performance shows a YTD return of 4.94%. The 1-year return is 12.49% and the 5-year return is 5.53%. DVOAX dividend yield stands at 3.38%, paid quarterly.

DVOAX top holdings include Meeder Government (13.2%), Fidelity Total Bond (10.1%), Baird Core Plus Bond Inst (9.8%), Fidelity Advisor Capital & Inc (7.3%), SPDR Bloomberg High Yield Bond ETF (4.6%). Go to all DVOAX holdings, DVOAX sectors, or DVOAX dividends.

DVOAX can be compared against other funds. Use DVOAX overlap to find shared positions, or DVOAX vs another fund for a side-by-side view. DVOAX alternatives are available via the screener, along with tax-loss harvesting opportunities.