MAI Managed Volatility Fund Investor Class (DIVPX)
MAI Managed Volatility Fund Investor Class operates in the Asset Management industry of the Financial Services sector, headquartered in Portland, ME, US. The stock last traded at $18.98, down 0.05% on the session, giving a market capitalisation of $231.6M. Its beta of 0.34 implies it has historically moved less than the broad market.
This fund's objective is to generate current income and achieve long-term capital appreciation. It pursues these goals primarily by investing in a diversified portfolio of equity securities, with a particular focus on dividend-paying companies, and by selling exchange-listed options. Its equity investments are predominantly in domestic firms with large or mid-sized market capitalizations. However, the adviser's strategy, which concentrates on large- and mid-cap stocks geared towards total returns and maintains a target equity allocation of 45-55% of total assets, may limit the fund's capacity to fully capitalize on rapidly appreciating stock markets.
MAI Managed Volatility Fund Investor Class is most often compared with the following Financial Services names: