MAI Managed Volatility Fund Investor Class
DIVPX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Three Canal Plaza Portland ME United States of America 4101
- IPO Date
- Nov 22, 2010
- CIK
- 0000315774
- Website
- maiinvest.com
- Similar Companies
- Business
- MAI Managed Volatility Fund Investor Class (DIVPX) is a mutual fund offered by Mutual Asset Investment Management LLC (MAI), focusing on low-volatility equity strategies to deliver stable returns with reduced risk compared to broad market indices. The fund invests primarily in U.S. common stocks selected for their low historical price and earnings volatility, employing a proprietary quantitative model that emphasizes dividend-paying companies with consistent earnings growth; it maintains a portfolio of approximately 100-150 holdings across sectors such as consumer staples, healthcare, utilities, and financials, while limiting exposure to high-volatility sectors like technology and energy. DIVPX offers daily liquidity, professional portfolio management, and expense ratios competitive within the multialternative and low-volatility fund categories, targeting long-term investors seeking capital preservation alongside moderate growth. Founded in 2012 and headquartered in Boston, Massachusetts, MAI operates nationally in the U.S. with a focus on institutional and retail investors through broker-dealers and financial advisors. In recent developments, the fund has benefited from MAI's strategic enhancements to its volatility management algorithms amid 2024 market turbulence, including integration of ESG screening options launched in early 2025 and a key distribution partnership with a major platform provider in Q3 2025 to expand retail access.