The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT).
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.
The average market capitalization across the MAI Managed Volatility Institutional MF is 1.31T. The market cap for tickers in the group ranges from 2.84T to 2.96T. AAPL holds the highest valuation in this group at 2.96T. The lowest valued company is MSFT at 2.84T.
The average weekly volume growth across all stocks in the MAI Managed Volatility Institutional MF was 5%. For the same stocks of the MF, the average monthly volume growth was -22% and the average quarterly volume growth was -20%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 74
P/E Growth Rating: 47
Price Growth Rating: 33
SMR Rating: 31
Profit Risk Rating: 19
Seasonality Score: -20 (-100 ... +100)