MAIPX

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.