Dividend Opportunities Fund Quote

FLDOX Fund  USD 13.07  0.08  0.62%   

Performance

2 of 100

 
Weak
 
Strong
Weak

Odds Of Distress

Less than 22

 
High
 
Low
Low
Dividend Opportunities is trading at 13.07 as of the 25th of November 2024; that is 0.62 percent up since the beginning of the trading day. The fund's open price was 12.99. 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 26th of October 2024 and ending today, the 25th of November 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

  0.88SRUAX Spectrum Fund AdviserPairCorr
  0.88SRUIX Spectrum Fund InstitPairCorr
  0.87QNTAX Quantex Fund AdviserPairCorr
  0.87QNTIX Quantex Fund InstituPairCorr
  0.8IFAAX Infrastructure FundPairCorr
  0.8IFAIX Infrastructure FundPairCorr

Dividend Mutual Fund Highlights

Fund ConcentrationMeeder Funds, Large Blend Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, Meeder Funds (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date28th of April 2023
Fiscal Year EndDecember
Dividend Opportunities Fund [FLDOX] is traded in USA and was established 25th of November 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 minimum initial investment of 2.5 K. Dividend Opportunities is currently producing year-to-date (YTD) return of 11.08% with the current yeild of 0.02%, while the total return for the last 3 years was 3.32%.
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

SHViShares Short TreasuryEtfUltrashort Bond
JPMJPMorgan Chase CoStockFinancials
BNDVanguard Total BondEtfIntermediate Core Bond
AMZNAmazon IncStockConsumer Discretionary
CVXChevron CorpStockEnergy
JNJJohnson JohnsonStockHealth Care
JNKSPDR Bloomberg HighEtfHigh Yield Bond
INTCIntelStockInformation Technology
More Details

Dividend Opportunities Risk Profiles

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.
Theme Ratings
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance
Transaction History
View history of all your transactions and understand their impact on performance