The fund seeks to provide long-term capital appreciation with lower volatility than the broader equity market by investing primarily in U.S. large-cap stocks. It employs a rules-based strategy to dynamically adjust exposure based on market conditions, making it relevant for risk-averse investors seeking equity participation.
1 member of Congress has disclosed 2 trades in MAI Managed Volatility Fund Institutional Shs (MAIPX), a Financial Services company. The buy/sell breakdown shows 1 purchase versus 1 sale. All data is sourced from STOCK Act periodic transaction reports filed with Congress.
| Date | Politician | Type | Amount |
|---|---|---|---|
| 2018-12-11 | DAVID P. JOYCE | buy | $50K – $100K |
| 2018-03-29 | DAVID P. JOYCE | sell | $50K – $100K |