MAI Managed Volatility Fund Investor Class
MAI Managed Volatility Fund Investor Class
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Overview
What the company does, where it operates, and who runs it.
About MAI Managed Volatility Fund Investor Class
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Not available
- Headquarters
- Forum Funds (MAI), DE, US
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Not available
- Headquarters
- Forum Funds (MAI), DE, US
The investment seeks income and long term capital appreciation. The fund will seek to achieve its investment objective principally by (1) investing in a diversified portfolio of equity securities, with a focus on those paying dividends, and (2) selling exchange listed options. The fund's investments in domestic equity securities are primarily in companies with large- and mid-sized market capitalizations. The Adviser's focus on large- and mid-cap total return-oriented stocks and a target equity weighting of 45-55% of total assets may limit the fund's ability to fully participate in sharply rising stock markets.
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Stock Data
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Fair Value
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Financial Ratios
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Dividend Analysis
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Earnings Analysis
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Financial Statements
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Comparables
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Institutional Ownership
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Insider Trading
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Senate Trading
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