DIVPX

About DIVPX

MAI Managed Volatility Fund Investor Class is a mutual fund designed to provide a combination of income and long-term capital appreciation with an emphasis on risk management. The fund primarily invests in a diversified portfolio of dividend-producing equity securities, focusing on large- and mid-cap companies, and it actively employs option strategies such as covered calls and cash-secured puts to mitigate volatility and enhance returns. This approach results in a beta of less than 0.6 relative to major equity benchmarks, marking it as less sensitive to broader market swings. In addition to equities, the portfolio may allocate significant portions to U.S. Treasury securities and cash equivalents, further supporting its lower volatility profile. The fund’s portfolio is typically concentrated, with the top ten holdings often accounting for about half of total assets. MAI Managed Volatility Fund Investor Class plays a notable role for investors seeking moderated equity exposure with potential income generation, especially in uncertain or volatile markets, and is part of the equity hedged category recognized for utilizing options-based hedging strategies.