DVOIX Mutual Fund

DVOIX Mutual Fund (Meeder Moderate Allocation Fund Institutional Class) is managed by Meeder with $165.3M 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 4.61%. The 1-year return is 6.99% and the 5-year return is 4.27%. DVOIX dividend yield stands at 2.07%, paid quarterly.

DVOIX top holdings include Cash And Equivalents (12.2%), Baird Core Plus Bond Inst (8.6%), Ishares 7-10 Year Treasury Bond ETF (6.0%), Msci Eafe Index Future Sept 26 (4.8%), Fidelity Total Bond (4.3%). 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.