DYGIX Mutual Fund

DYGIX Mutual Fund (Meeder Dynamic Allocation Fund Institutional Class) is managed by Meeder with $581.6M in net assets. DYGIX expense ratio is 1.16%, holding 221 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2016-10-31.

DYGIX performance shows a YTD return of 12.14%. The 1-year return is 16.15% and the 5-year return is 7.21%. DYGIX dividend yield stands at 1.21%, paid quarterly.

DYGIX top holdings include Cash And Equivalents (27.6%), Msci Eafe Index Future Sept 26 (9.2%), E-Mini S&P 500 Future Sept 26 (8.7%), E-Mini Russell 2000 Index Future Sept 26 (4.0%), Nvidia Corp (3.4%). 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.