Dividend Opportunities Fund Quote
DVOAX Fund | USD 12.53 0.06 0.48% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Dividend Opportunities is trading at 12.53 as of the 1st of February 2025; that is 0.48 percent up since the beginning of the trading day. The fund's open price was 12.47. Dividend Opportunities has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 7th of February 2024 and ending today, the 1st of February 2025. 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
Dividend Mutual Fund Highlights
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 December 2024 |
Dividend Opportunities Fund [DVOAX] is traded in USA and was established 1st of February 2025. 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 159.27 M in assets under management (AUM) with no minimum investment requirementsDividend Opportunities is currently producing year-to-date (YTD) return of 2.29% with the current yeild of 0.02%, while the total return for the last 3 years was 4.97%.
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
ORCL | Oracle | Stock | Information Technology | |
BCOIX | Baird E Plus | Mutual Fund | Intermediate Core-Plus Bond | |
IEI | iShares 3 7 Year | Etf | Intermediate Government | |
JNK | SPDR Bloomberg High | Etf | High Yield Bond | |
SJNK | SPDR Bloomberg Short | Etf | High Yield Bond | |
PFE | Pfizer Inc | Stock | Health Care | |
GIBIX | Guggenheim Total Return | Mutual Fund | Intermediate Core-Plus Bond | |
PTRQX | Prudential Total Return | Mutual Fund | Intermediate Core-Plus Bond |
Dividend Opportunities Risk Profiles
Mean Deviation | 0.4271 | |||
Standard Deviation | 0.7443 | |||
Variance | 0.554 | |||
Risk Adjusted Performance | (0.04) |
Dividend Opportunities Against Markets
Other Information on Investing in Dividend Mutual Fund
Dividend Opportunities financial ratios help investors to determine whether Dividend Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Dividend with respect to the benefits of owning Dividend Opportunities security.
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