Mutual Funds - Profile

Main BuyWrite Fund

US > >

Rank

Universe Rank

Summary

The fund seeks total return by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team utilizes the BuyWrite strategy and invests in exchange-traded funds.

When investing in ETFs, the team seeks to identify the most appropriate ETFs to implement strategic asset allocation and express sector views by evaluating various factors in the respective ETFs.

Additionally, the team employs an option strategy of writing (selling) covered More

Price

  • Last Close
  • $12.43
    -0.04
  • 52 Week HL
  • $12.51 - $10.27
  • Net Assets
  • $68.3 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Top 10 Holdings
Jun 14, 2021

Company Holding
Company Holding
Total 0%

Manager

  • Name
  • Kim D. Arthur
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Fact Sheet
  • Annual Reports

Performance
7.7 % YTD

  • 3 Year
  • 25%
  • 5 Year
  • 25.72%
  • Best
  • 12.1%
    2019
  • Worst
  • -7.63%
    2018

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
BUYWX 0%16%29%-6%19%8%-1%14%29%13%0%
S&P 500 21%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 3.6% -18.9% 7.5% - 2.2% -1.7% - - - - -
Q2 3.5% 9.7% 1.1% 4.5% 1.6% 1.3% -100% - - - -
Q3 0.4% 5.1% -1% 1.5% 2.8% 2.4% -100% - - - -
Q4 0.1% 10% 3% -11.1% 1.7% 0.1% -0.8% - - - -

Returns +
M

J F M A M J J A S O N D
2021 -0.9% 1.2% 3.3% 1.5% 1.1% 0.9% -0.7% 0.7% 0.3% 0.7% - -
2020 -2.1% -7.5% -10.5% 4.6% 2.1% 2.7% 2.8% 1.3% 1% -1.5% 9.1% 2.4%

Annual Return

Index Comparison

Alpha

NAV