MAI Managed Volatility Fund Institutional Shs (MAIPX) NASDAQ
Currency In USD
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Currency In USD
Address
Forum Funds (MAI)
, DE
United States of America (the)
Phone
877-414-7884
Website
Sector
Financial Services
Industry
Asset Management
Employees
N/A
First IPO Date
October 01, 2010
The fund aims to fulfill its investment objective primarily by constructing a varied portfolio of dividend-paying equity securities and through the sale of exchange-listed options. Its domestic stock investments are predominantly in companies with large and mid-sized market capitalizations. The Adviser's strategy, which centers on these large- and mid-cap total return-focused stocks and maintains an equity allocation target of 45-55% of total assets, could, however, prevent the fund from fully participating in periods of significant stock market growth.