DVOIX Mutual Fund

DVOIX Mutual Fund (Meeder Moderate Allocation Fund Institutional Class) is managed by Meeder with $159.8M in net assets. DVOIX expense ratio is 1.26%, holding 174 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2016-10-31.

DVOIX performance shows a YTD return of 5.46%. The 1-year return is 11.77% and the 5-year return is 5.47%. DVOIX dividend yield stands at 3.42%, paid quarterly.

DVOIX 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 DVOIX holdings, DVOIX sectors, or DVOIX dividends.

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