MAIPX Similar funds — MAI MANAGED VOLATILITY FUND

MAIPX

MAI MANAGED VOLATILITY FUND

FORUM FUNDS

Similar funds

Computed 2026-07-05

Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.

Cheaper only Different adviser only

#	Fund	Overlap	Net exp.	Adviser
1	VistaShares Target 15 S&P 100 Distribution ETF	51%	—	—
2	Steward Covered Call Income Fund · SCJAX, SCJCX, SCJKX, SCJIX cheaper diff. adviser	50%	1.00%	Crossmark Global Investments, Inc.
3	FT Vest Total Return Income Fund: Series A2	48%	—	—
4	SGI Enhanced Market Leaders ETF · LDRX cheaper	48%	0.59%	—
5	FT Vest Total Return Income Fund: Series A3	48%	—	—
6	Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX cheaper diff. adviser	48%	0.98%	HORIZON INVESTMENTS LLC.
7	FT Vest Total Return Income Fund: Series A4	47%	—	—
8	FT Vest Total Return Income Fund: Series B1	47%	—	—
9	FT Vest Hedged Equity Income Fund: Series A2	47%	—	—
10	Optimized Equity Income ETF · OEI cheaper	47%	0.75%	—
11	iShares S&P 100 ETF · OEF cheaper diff. adviser	47%	0.20%	BlackRock Fund Advisors
12	FT Vest Hedged Equity Income Fund: Series A3	46%	—	—
13	FT Vest Total Return Income Fund: Series B2	46%	—	—
14	FT Vest Hedged Equity Income Fund: Series A4	46%	—	—
15	FT Vest Hedged Equity Income Fund: Series B1	46%	—	—
16	FT Vest Total Return Income Fund: Series B3	46%	—	—
17	YieldMax Target 12 Big 50 Option Income ETF · BIGY cheaper	46%	1.09%	—
18	VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser	46%	0.05%	The Vanguard Group, Inc.
19	Horizon Defined Risk Fund · HNDRX, HIDRX, HADRX cheaper diff. adviser	46%	0.92%	HORIZON INVESTMENTS LLC.
20	FT Vest Total Return Income Fund: Series B4	46%	—	—

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