MAI Managed Volatility Fund Institutional Shs (MAIPX) Research
The fund aims to fulfill its investment objective primarily by constructing a varied portfolio of dividend-paying equity securities and through the sale of exchange-listed options. Its domestic stock investments are predominantly in companies with large and mid-sized market capitalizations. The Adviser's strategy, which centers on these large- and mid-cap total return-focused stocks and maintains an equity allocation target of 45-55% of total assets, could, however, prevent the fund from fully participating in periods of significant stock market growth.
Market snapshot
- Symbol
- MAIPX
- Price
- $17.31
- Day change
- +0.17%
- Market cap
- $227.9M
- 52-week range
- 15.61-17.47
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Beacon Bridgeway Large Cap Value Fund R5 Class (BRLVX)
- American Beacon Bridgeway Large Cap Value Fund Investor Class (BWLIX)
- Dean Mid Cap Value (DALCX)
- MAI Managed Volatility Fund Investor Class (DIVPX)
- BNY Mellon Opportunistic Small Cap Fund Class I (DOPIX)
- Dow Jones Islamic Fund Class K (IMANX)
- Matthews Asia Growth Instl (MIAPX)
- BlackRock MuniVest Fund II, Inc. (MVT)
Open MAI Managed Volatility Fund Institutional Shs (MAIPX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.