Mai Managed Volatility Fund Quote
| DIVPX Fund | USD 16.15 0.01 0.06% |
Performance10 of 100
| Odds Of DistressLess than 19
|
Mai Managed is trading at 16.15 as of the 27th of December 2024; that is 0.06% increase since the beginning of the trading day. The fund's open price was 16.14. Mai Managed has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. The performance scores are derived for the period starting the 28th of September 2024 and ending today, the 27th of December 2024. Click here to learn more.
The fund will seek to achieve its investment objective principally by investing in a diversified portfolio of equity securities, with a focus on those paying dividends, and selling exchange listed options. The funds investments in domestic equity securities are primarily in companies with large- and mid-sized market capitalizations. More on Mai Managed Volatility
Moving together with Mai Mutual Fund
Mai Mutual Fund Highlights
| Fund Concentration | MAI Funds, Large Value Funds, Options Trading Funds, Options Trading, MAI (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 30th of December 2022 |
| Fiscal Year End | August |
Mai Managed Volatility [DIVPX] is traded in USA and was established 27th of December 2024. Mai Managed is listed under MAI category by Fama And French industry classification. The fund is listed under Options Trading category and is part of MAI family. This fund currently has accumulated 248.4 M in assets under management (AUM) with no minimum investment requirementsMai Managed Volatility is currently producing year-to-date (YTD) return of 8.1% with the current yeild of 0.01%, while the total return for the last 3 years was 4.95%.
Check Mai Managed Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Mai Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Mai Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Mai Managed Volatility Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Mai Managed Volatility Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| FGZXX | First American Funds | Money Market Fund | US Money Market Fund | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| IVV | iShares Core SP | Etf | Large Blend | |
| MSFT | Microsoft | Stock | Information Technology | |
| NEE | Nextera Energy | Stock | Utilities |
Mai Managed Volatility Risk Profiles
| Mean Deviation | 0.1623 | |||
| Semi Deviation | 0.16 | |||
| Standard Deviation | 0.2383 | |||
| Variance | 0.0568 |
Mai Managed Against Markets
Other Information on Investing in Mai Mutual Fund
Mai Managed financial ratios help investors to determine whether Mai Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mai with respect to the benefits of owning Mai Managed security.
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