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 87. There are 3 mutual funds in the Options Trading category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Princeton Premium Fund | 100 | — | Nov 2016 | MAIPX vs PPFIX | |
| Easterly Hedged Equity Fund | 89 | — | Jul 2015 | MAIPX vs JDIEX | |
| Parametric Volatility Risk Premium - Defensive Fun... | 87 | — | Feb 2017 | MAIPX vs EIVPX | |
| Glenmede Secured Options Portfolio | 86 | — | Jun 2010 | MAIPX vs GTSOX | |
| Beacon Planned Return Strategy Fund | 85 | — | Oct 2017 | MAIPX vs BPRLX |
Top Performing MAIPX Alternatives (YTD)
MAIPX is at 4.78% YTD. There are 15 mutual funds in the Options Trading category with higher YTD returns, going as high as 7.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AlphaCentric Premium Opportunity Fund | 7.82% | — | Sep 2016 | MAIPX vs HMXIX | |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | 7.43% | — | Jan 2007 | MAIPX vs QQQX | |
| Easterly Hedged Equity Fund | 7.41% | — | Jul 2015 | MAIPX vs JDIEX | |
| Glenmede Secured Options Portfolio | 6.35% | — | Jun 2010 | MAIPX vs GTSOX | |
| Cboe Vest US Large Cap 10% Buffer Fund | 6.26% | — | Aug 2016 | MAIPX vs BUIGX |
Lowest Volatility Alternatives to MAIPX
MAIPX has 4.82% 1-year volatility. There are 2 mutual funds in the Options Trading category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Princeton Premium Fund | 0.85% | — | Nov 2016 | MAIPX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | 3.56% | — | Apr 2012 | MAIPX vs STTIX | |
| Rational Tactical Return Fund | 4.89% | — | Apr 2007 | MAIPX vs HRSTX | |
| Beacon Planned Return Strategy Fund | 5.21% | — | Oct 2017 | MAIPX vs BPRLX | |
| Catalyst Buffered Shield Fund | 5.39% | — | Apr 2015 | MAIPX vs SHIIX |
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 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 30 | 11.26% | — | Sep 2021 | MAIPX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 9.77% | — | Jul 1993 | MAIPX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 96 | 13.03% | — | Dec 2012 | MAIPX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 12.39% | — | May 2011 | MAIPX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.90% | — | Dec 1991 | MAIPX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 28 | 1.80% | — | Aug 2005 | MAIPX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 64 | 11.89% | — | Jul 2010 | MAIPX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 69 | 43.67% | — | Apr 2000 | MAIPX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 79 | 7.45% | — | Oct 2007 | MAIPX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 77 | 14.17% | — | Sep 1999 | MAIPX vs FAMRX |
Often Compared With MAIPX
Investors most often compare MAIPX with VEIPX, SDRIX, CIHEX. These 16 comparison targets span 7 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