DIVPX Mutual Fund

DIVPX Mutual Fund (MAI Managed Volatility Fund Investor Class) is managed by MAI capital management,LLC with $1.3M in net assets. DIVPX expense ratio is 1.47%, holding 116 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2010-12-02.

DIVPX performance shows a YTD return of 7.34%. The 1-year return is 11.59% and the 5-year return is 7.36%. DIVPX dividend yield stands at 0.01%, paid quarterly.

DIVPX top holdings include First American Government Obligations Fund (21.4%), Apple, Inc (5.4%), Alphabet Inc Common Stock USD 0.001 (4.7%), Nvidia Corp. (4.6%), Microsoft Corp (3.9%). Go to all DIVPX holdings, DIVPX sectors, or DIVPX dividends.

DIVPX can be compared against other funds. Use DIVPX overlap to find shared positions, or DIVPX vs another fund for a side-by-side view. DIVPX alternatives are available via the screener, along with tax-loss harvesting opportunities.