DYGAX Mutual Fund

DYGAX Mutual Fund (Meeder Dynamic Allocation Fund Adviser Class) is managed by Meeder with $35.8M in net assets. DYGAX expense ratio is 1.09%, holding 232 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2016-10-31.

DYGAX performance shows a YTD return of 12.08%. The 1-year return is 21.31% and the 5-year return is 10.26%. DYGAX dividend yield stands at 6.65%, paid quarterly.

DYGAX top holdings include Mundys Spa 1.875% Due 02/12/2028 (32.8%), Apple, Inc (4.1%), Nvidia Corp. (3.9%), Microsoft Corp (3.6%), Alphabet Inc. C (3.5%). Go to all DYGAX holdings, DYGAX sectors, or DYGAX dividends.

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