About MAIPX
The MAI Managed Volatility Fund Institutional Class is a mutual fund designed to provide both income and long-term capital appreciation through an active, risk-managed approach. The fund primarily invests in a diversified portfolio of large- and mid-cap U.S. equity securities, with a particular emphasis on dividend-paying stocks. To mitigate downside risk and dampen market volatility, the fund supplements its equity holdings with a systematic option-selling strategy, employing listed call and put options. This hedged, nontraditional equity approach aims to produce more stable returns, often resulting in a lower beta compared to broad market indices. As of mid-2025, the fund holds over 100 positions, including notable allocations to U.S. Treasuries, money market instruments, and leading technology and financial companies. The fund is targeted toward institutional investors, requiring a substantial initial investment and carrying an expense ratio suited to its active management and risk-control features. This combination of dividend focus, options overlays, and broad diversification positions the MAI Managed Volatility Fund Institutional Class as a specialized tool for investors seeking to reduce portfolio volatility while participating in equity market growth.
Fund Family MAI
Category Options Trading
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol MAIPX
Share Class Institutional
Index S&P 500 TR
MAIPX had a total return of 11.15% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.70%.
