MAI - Asset Management Company | Morningstar

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MAI Investments

Mutual Funds

See All MAI Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

246.01 Mil

Investment Flows (TTM)

−4.15 Mil

Asset Growth Rate (TTM)

−1.81%

# of Share Classes

2

Star Rating Breakdown

Fee Level Breakdown

Morningstar Rating	# of Share Classes
	0
	2
	0
	0
	0
Not Rated	0
		0% 50 100

Name	Morningstar Rating Overall	5-Year Category Rank
MAI Managed Volatility Institutional		53
MAI Managed Volatility Investor		56

View All 5-Star Standouts

Morningstar Mentions

Multi-Asset Income Funds: Is the Extra Income Worth the Extra Risk?

Todd Trubey Jun 3, 2022

A deep dive into this group.

Quick Definitions: Key Morningstar Terms

Category

A category is a way to group investments based on similar risk, return, and behavior profiles.

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Morningstar Medalist Rating for Funds

The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

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Morningstar Rating™ for Funds

The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

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Percentile Rank

Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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How we make money

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

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