DVOIX Mutual Fund

DVOIX Mutual Fund (Meeder Moderate Allocation Fund Institutional Class) is managed by Meeder with $164.7M in net assets. DVOIX expense ratio is 1.26%, holding 216 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2016-10-31.

DVOIX performance shows a YTD return of 5.85%. The 1-year return is 7.03% and the 5-year return is 4.07%. DVOIX dividend yield stands at 2.05%, paid quarterly.

DVOIX top holdings include NA (14.6%), Baird Core Plus Bond Inst (9.5%), Ishares 7-10 Year Treasury Bond ETF (6.6%), Fidelity Advisor Capital & Inc (4.9%), Fidelity Total Bond (4.8%). 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.