Manning & Napier Pro-Blend Moderate Term Series (EXBAX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with EXBAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EXBAX
EXBAX charges 1.07% annually. There are 442 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | EXBAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | EXBAX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | EXBAX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | EXBAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | EXBAX vs BWBIX |
Best Risk-Adjusted Alternatives to EXBAX
EXBAX has a PortfoliosLab risk / return rank of 23. There are 516 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | EXBAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | EXBAX vs TIBIX | |
| Davis Appreciation & Income Fund | 96 | — | Apr 1992 | EXBAX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | EXBAX vs NWQIX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | EXBAX vs FSRRX |
Top Performing EXBAX Alternatives (YTD)
EXBAX is at 2.35% YTD. There are 511 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.72% | — | Jan 1998 | EXBAX vs EKBAX | |
| Thornburg Investment Income Builder Fund Class I | 19.05% | — | Dec 2002 | EXBAX vs TIBIX | |
| ICON Equity Income Fund | 18.94% | — | May 2004 | EXBAX vs IOEZX | |
| Greenspring Fund | 17.70% | — | Jun 1983 | EXBAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 17.05% | — | Aug 1998 | EXBAX vs MHELX |
Lowest Volatility Alternatives to EXBAX
EXBAX has 7.32% 1-year volatility. There are 174 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | EXBAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | EXBAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | EXBAX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | EXBAX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | EXBAX vs CSTAX |
Lowest Drawdown Alternatives to EXBAX
EXBAX has a 1-year max drawdown of -7.37%. There are 385 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | EXBAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | EXBAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | EXBAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | EXBAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | EXBAX vs CSTAX |
Other Mutual Funds from Manning & Napier
The 10 most viewed Manning & Napier mutual funds shown here include MNHYX, MNHAX, EXOSX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Manning & Napier High Yield Bond Series | High Yield Bonds | 86 | 2.82% | — | Sep 2009 | EXBAX vs MNHYX | |
| Manning & Napier High Yield Bond I | High Yield Bonds | 75 | 2.35% | — | Aug 2012 | EXBAX vs MNHAX | |
| Manning & Napier Overseas Series | Foreign Large Cap Equities | 22 | 6.35% | — | Jul 2002 | EXBAX vs EXOSX | |
| Manning & Napier Rainier International Discovery S... | Foreign Small & Mid Cap Equities | 16 | 6.49% | — | Mar 2012 | EXBAX vs RAIIX | |
| Manning & Napier Disciplined Value Series | Large Cap Value Equities | 94 | 16.94% | — | Nov 2008 | EXBAX vs MNDFX | |
| Manning & Napier Pro-Blend Maximum Term Series | Diversified Portfolio | 23 | 5.45% | — | Oct 1995 | EXBAX vs EXHAX | |
| Manning & Napier Credit Series | Intermediate Core Bond | 39 | 0.35% | — | Apr 2020 | EXBAX vs MCDWX | |
| Manning & Napier Divrs Tax Exempt Series Fund | Municipal Bonds | 55 | -0.32% | — | Feb 1994 | EXBAX vs EXDVX | |
| Manning & Napier Pro-Blend Extended Term Series | Diversified Portfolio | 23 | 3.66% | — | Oct 1993 | EXBAX vs MNBAX | |
| Manning & Napier Equity Series | Large Cap Growth Equities | 11 | 3.36% | — | May 1998 | EXBAX vs EXEYX |
Often Compared With EXBAX
Investors most often compare EXBAX with EXCRX, EXDAX, FCSRX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare EXBAX with Any Fund or Stock
Compare EXBAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EXBAX with funds that move differently
Manning & Napier Pro-Blend Moderate Term Series alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EXBAX.
Explore EXBAX Diversifiers