Dividend Opportunities Fund Quote
| DVOIX Fund | USD 12.16 0.09 0.75% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Dividend Opportunities is trading at 12.16 as of the 27th of April 2024; that is 0.75 percent increase since the beginning of the trading day. The fund's open price was 12.07. Dividend Opportunities has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Dividend Opportunities Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of March 2024 and ending today, the 27th of April 2024. Click here to learn more.
The fund invests primarily in common and preferred stocks, as well as fixed income securities. It may also invest in investment companies , which include domestic and foreign mutual funds, as well as in exchange traded funds , closed-end funds, and unit investment trusts. More on Dividend Opportunities Fund
Moving together with Dividend Mutual Fund
| 0.97 | SRUAX | Spectrum Fund Adviser | PairCorr |
| 0.97 | SRUIX | Spectrum Fund Instit | PairCorr |
| 0.97 | QNTAX | Quantex Fund Adviser | PairCorr |
| 0.97 | QNTIX | Quantex Fund Institu | PairCorr |
| 0.97 | IFAAX | Infrastructure Fund | PairCorr |
| 0.97 | IFAIX | Infrastructure Fund | PairCorr |
| 0.99 | BLNIX | Balanced Fund Instit | PairCorr |
Dividend Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Dividend Opportunities' investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Dividend Opportunities or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Meeder Funds, Large Blend Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, Meeder Funds (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Dividend Opportunities Fund [DVOIX] is traded in USA and was established 27th of April 2024. Dividend Opportunities is listed under Meeder Funds category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Meeder Funds family. This fund currently has accumulated 159.45 M in assets under management (AUM) with no minimum investment requirementsDividend Opportunities is currently producing year-to-date (YTD) return of 0.81% with the current yeild of 0.03%, while the total return for the last 3 years was 1.6%.
Check Dividend Opportunities Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Dividend Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Dividend Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Dividend Opportunities Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Dividend Opportunities Fund Mutual Fund Constituents
| BSV | Vanguard Short Term Bond | Etf | Short-Term Bond |
| EMB | iShares JP Morgan | Etf | Emerging Markets Bond |
| PICYX | Pioneer Bond Fund | Mutual Fund | Intermediate Core-Plus Bond |
| WMT | Walmart | Stock | Consumer Staples |
| BAC | Bank of America | Stock | Financials |
| PSTQX | Prudential Short Term Porate | Mutual Fund | Short-Term Bond |
| C | Citigroup | Stock | Financials |
Dividend Opportunities Target Price Odds Analysis
Based on a normal probability distribution, the odds of Dividend Opportunities jumping above the current price in 90 days from now is about 54.68%. The Dividend Opportunities Fund probability density function shows the probability of Dividend Opportunities mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Dividend Opportunities has a beta of 0.6644 suggesting as returns on the market go up, Dividend Opportunities average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Dividend Opportunities Fund will be expected to be much smaller as well. Additionally, dividend Opportunities Fund has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Dividend Opportunities to move above the current price in 90 days from now is about 54.68 (This Dividend Opportunities Fund probability density function shows the probability of Dividend Mutual Fund to fall within a particular range of prices over 90 days) .
Dividend Opportunities Top Holders
| PFTEX | Riskproreg Tactical 0 30 | Mutual Fund | Tactical Allocation |
Dividend Opportunities Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Dividend Opportunities market risk premium is the additional return an investor will receive from holding Dividend Opportunities long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Dividend Opportunities. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Dividend Opportunities' alpha and beta are two of the key measurements used to evaluate Dividend Opportunities' performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.3817 | |||
| Semi Deviation | 0.4388 | |||
| Standard Deviation | 0.4988 | |||
| Variance | 0.2488 |
Dividend Opportunities Against Markets
Picking the right benchmark for Dividend Opportunities mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Dividend Opportunities mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Dividend Opportunities is critical whether you are bullish or bearish towards Dividend Opportunities Fund at a given time. Please also check how Dividend Opportunities' historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Dividend Opportunities without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Dividend Mutual Fund?
Before investing in Dividend Opportunities, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Dividend Opportunities. To buy Dividend Opportunities fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Dividend Opportunities. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Dividend Opportunities fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Dividend Opportunities Fund fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Dividend Opportunities Fund fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Dividend Opportunities Fund, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Dividend Opportunities Fund?
The danger of trading Dividend Opportunities Fund is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Dividend Opportunities is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Dividend Opportunities. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Dividend Opportunities is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Dividend Opportunities Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.