DYGIX Mutual Fund

DYGIX Mutual Fund (Meeder Dynamic Allocation Fund Institutional Class) is managed by Meeder with $549.0M in net assets. DYGIX expense ratio is 1.16%, holding 232 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2016-10-31.

DYGIX performance shows a YTD return of 12.09%. The 1-year return is 21.34% and the 5-year return is 10.23%. DYGIX dividend yield stands at 6.66%, paid quarterly.

DYGIX top holdings include Utx Rfs(Untxct)C2 Uq=Utx Tecp 12/03/2025 (32.8%), Apple, Inc (4.1%), Nvidia Corp. (3.9%), Microsoft Corp (3.6%), Alphabet Inc. C (3.5%). Go to all DYGIX holdings, DYGIX sectors, or DYGIX dividends.

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