MAI Managed Volatility Fund (MAIPX) belongs to the Options Trading category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MAIPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MAIPX
MAIPX charges 0.99% annually. There are 11 mutual funds in the Options Trading category with lower expense ratios, going as low as 0.47%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Parametric Volatility Risk Premium - Defensive Fun... | 0.47% | — | Feb 2017 | MAIPX vs EIVPX | |
| JPMorgan Hedged Equity 2 Fund Class I | 0.60% | — | Feb 2021 | MAIPX vs JHQDX | |
| JPMorgan Hedged Equity 3 Fund | 0.60% | — | Feb 2021 | MAIPX vs JHQTX | |
| Gateway Equity Call Premium Fund | 0.68% | — | Sep 2014 | MAIPX vs GCPYX | |
| Gateway Fund Class Y Shares | 0.70% | — | — | MAIPX vs GTEYX |
Best Risk-Adjusted Alternatives to MAIPX
MAIPX has a PortfoliosLab risk / return rank of 93. There is 1 mutual fund in the Options Trading category with a higher risk-adjusted rank, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Princeton Premium Fund | 100 | — | Nov 2016 | MAIPX vs PPFIX | |
| Glenmede Secured Options Portfolio | 93 | — | Jun 2010 | MAIPX vs GTSOX | |
| Columbia Seligman Premium Technology Growth Fund | 88 | — | Nov 2009 | MAIPX vs STK | |
| Parametric Volatility Risk Premium - Defensive Fun... | 86 | — | Feb 2017 | MAIPX vs EIVPX | |
| Easterly Hedged Equity Fund | 84 | — | Jul 2015 | MAIPX vs JDIEX |
Top Performing MAIPX Alternatives (YTD)
MAIPX is at 7.11% YTD. There are 4 mutual funds in the Options Trading category with higher YTD returns, going as high as 36.26%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Columbia Seligman Premium Technology Growth Fund | 36.26% | — | Nov 2009 | MAIPX vs STK | |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | 8.38% | — | Jan 2007 | MAIPX vs QQQX | |
| Glenmede Secured Options Portfolio | 8.10% | — | Jun 2010 | MAIPX vs GTSOX | |
| AlphaCentric Premium Opportunity Fund | 7.85% | — | Sep 2016 | MAIPX vs HMXIX | |
| JPMorgan Hedged Equity 2 Fund Class I | 7.06% | — | Feb 2021 | MAIPX vs JHQDX |
Lowest Volatility Alternatives to MAIPX
MAIPX has 4.97% 1-year volatility. There are 2 mutual funds in the Options Trading category with lower 1-year volatility, going as low as 0.90%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Princeton Premium Fund | 0.90% | — | Nov 2016 | MAIPX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | 3.58% | — | Apr 2012 | MAIPX vs STTIX | |
| Beacon Planned Return Strategy Fund | 5.30% | — | Oct 2017 | MAIPX vs BPRLX | |
| Catalyst Buffered Shield Fund | 5.56% | — | Apr 2015 | MAIPX vs SHIIX | |
| Rational Tactical Return Fund | 5.84% | — | Apr 2007 | MAIPX vs HRSTX |
Lowest Drawdown Alternatives to MAIPX
MAIPX has a 1-year max drawdown of -3.10%. There are 3 mutual funds in the Options Trading category with shallower 1-year drawdowns, going as shallow as -0.25%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Princeton Premium Fund | -0.25% | — | Nov 2016 | MAIPX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | -2.86% | — | Apr 2012 | MAIPX vs STTIX | |
| Rational Tactical Return Fund | -3.09% | — | Apr 2007 | MAIPX vs HRSTX | |
| Easterly Hedged Equity Fund | -3.49% | — | Jul 2015 | MAIPX vs JDIEX | |
| Parametric Volatility Risk Premium - Defensive Fun... | -3.81% | — | Feb 2017 | MAIPX vs EIVPX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 29 | 10.45% | — | Sep 2021 | MAIPX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 63 | 9.34% | — | Jul 1993 | MAIPX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 97 | 12.04% | — | Dec 2012 | MAIPX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund - Institutional... | Target Retirement Date | 70 | 11.03% | — | May 2011 | MAIPX vs LIVIX | |
| BlackRock Enhanced Equity Dividend Trust | Derivative Income | 64 | 8.08% | — | Aug 2005 | MAIPX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 30 | 22.08% | — | May 2000 | MAIPX vs BGSAX | |
| BlackRock Global Equity Market Neutral Fund Invest... | Equity Market Neutral | 97 | 11.82% | — | Dec 2012 | MAIPX vs BDMAX | |
| BlackRock Equity Dividend Fund | Large Cap Value Equities | 87 | 15.65% | — | Nov 1988 | MAIPX vs MADVX | |
| BlackRock Strategic Income Opportunities Fund Clas... | Total Bond Market | 64 | 1.03% | — | Feb 2008 | MAIPX vs BSIIX | |
| BlackRock High Yield K | High Yield Bonds | 78 | 1.22% | — | Jan 2001 | MAIPX vs BRHYX |
Often Compared With MAIPX
Investors most often compare MAIPX with VEIPX, MCN, SDRIX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare MAIPX with Any Fund or Stock
Compare MAIPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MAIPX with funds that move differently
MAI Managed Volatility Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MAIPX.
Explore MAIPX Diversifiers