MAIPX Mutual Fund

MAIPX Mutual Fund (MAI Managed Volatility Fund Institutional Shs) is managed by MAI capital management,LLC with $236.3M in net assets. MAIPX expense ratio is 1.22%, holding 116 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2010-09-23.

MAIPX performance shows a YTD return of 7.54%. The 1-year return is 11.92% and the 5-year return is 7.68%. MAIPX dividend yield stands at 1.07%, paid quarterly.

MAIPX 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 MAIPX holdings, MAIPX sectors, or MAIPX dividends.

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