Dynamic Growth Fund Quote
| DYGIX Fund | USD 13.49 0.05 0.37% |
PerformanceVery Weak
| Odds Of DistressLow
|
Dynamic Growth is trading at 13.49 as of the 20th of March 2025; that is 0.37 percent down since the beginning of the trading day. The fund's open price was 13.54. Dynamic Growth has about a 21 % 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 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The fund pursues its investment objective by investing primarily in common and preferred stocks, as well as fixed income securities. It also invests in equity investment companies , which include foreign and domestic mutual funds, as well as in exchange traded funds , closed-end funds, and unit investment trusts. More on Dynamic Growth Fund
Moving together with Dynamic Mutual Fund
Dynamic Mutual Fund Highlights
| Fund Concentration | Meeder Funds, Large Blend Funds, Allocation--85%+ Equity Funds, Allocation--85%+ Equity, Meeder Funds, Large Blend, Allocation--85%+ Equity (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Dynamic Growth Fund [DYGIX] is traded in USA and was established 20th of March 2025. Dynamic Growth is listed under Meeder Funds category by Fama And French industry classification. The fund is listed under Allocation--85%+ Equity category and is part of Meeder Funds family. This fund currently has accumulated 245.23 M in assets under management (AUM) with minimum initial investment of 1000 K. Dynamic Growth is currently producing year-to-date (YTD) return of 0.22% with the current yeild of 0.02%, while the total return for the last 3 years was 8.76%.
Check Dynamic Growth 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 Dynamic 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 Dynamic 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 Dynamic Growth 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 Dynamic Growth Fund Mutual Fund Constituents
| IEFA | iShares Core MSCI | Etf | Foreign Large Blend | |
| JNK | SPDR Bloomberg High | Etf | High Yield Bond | |
| HYLB | Xtrackers USD High | Etf | High Yield Bond | |
| SJNK | SPDR Bloomberg Short | Etf | High Yield Bond | |
| MSFT | Microsoft | Stock | Information Technology | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| AAPL | Apple Inc | Stock | Information Technology | |
| HD | Home Depot | Stock | Consumer Discretionary |
Dynamic Growth Risk Profiles
| Mean Deviation | 0.9173 | |||
| Standard Deviation | 1.75 | |||
| Variance | 3.05 | |||
| Risk Adjusted Performance | (0.12) |
Dynamic Growth Against Markets
Other Information on Investing in Dynamic Mutual Fund
Dynamic Growth financial ratios help investors to determine whether Dynamic 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 Dynamic with respect to the benefits of owning Dynamic Growth security.
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