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 439 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 | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | EXBAX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | EXBAX vs FYMIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | EXBAX vs VTMFX |
Best Risk-Adjusted Alternatives to EXBAX
EXBAX has a PortfoliosLab risk / return rank of 14. 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 | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | EXBAX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | EXBAX vs EKBAX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | EXBAX vs AYBLX |
Top Performing EXBAX Alternatives (YTD)
EXBAX is at 0.90% YTD. There are 520 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 38.34% | — | Jan 1998 | EXBAX vs EKBAX | |
| Greenspring Fund | 21.91% | — | Jun 1983 | EXBAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 20.27% | — | Aug 1998 | EXBAX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | EXBAX vs TIBIX | |
| Sound Mind Investing Fund | 15.84% | — | Dec 2005 | EXBAX vs SMIFX |
Lowest Volatility Alternatives to EXBAX
EXBAX has 7.21% 1-year volatility. There are 178 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | EXBAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | EXBAX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.86% | — | Nov 2003 | EXBAX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | EXBAX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | 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 | |
| Fidelity Strategic Real Return Fund Class K6 | -2.68% | — | Sep 2005 | EXBAX vs FSRKX |
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 | 2.79% | — | Sep 2009 | EXBAX vs MNHYX | |
| Manning & Napier High Yield Bond I | High Yield Bonds | 75 | 2.27% | — | Aug 2012 | EXBAX vs MNHAX | |
| Manning & Napier Overseas Series | Foreign Large Cap Equities | 8 | 2.60% | — | Jul 2002 | EXBAX vs EXOSX | |
| Manning & Napier Rainier International Discovery S... | Foreign Small & Mid Cap Equities | 23 | 10.10% | — | Mar 2012 | EXBAX vs RAIIX | |
| Manning & Napier Disciplined Value Series | Large Cap Value Equities | 81 | 12.38% | — | Nov 2008 | EXBAX vs MNDFX | |
| Manning & Napier Pro-Blend Maximum Term Series | Diversified Portfolio | 12 | 1.35% | — | Oct 1995 | EXBAX vs EXHAX | |
| Manning & Napier Divrs Tax Exempt Series Fund | Municipal Bonds | 65 | 0.71% | — | Feb 1994 | EXBAX vs EXDVX | |
| Manning & Napier Equity Series | Large Cap Growth Equities | 8 | -0.14% | — | May 1998 | EXBAX vs EXEYX | |
| Manning & Napier Core Bond Series | Intermediate Core Bond | 16 | 0.33% | — | Apr 2005 | EXBAX vs EXCRX | |
| Manning & Napier Pro-Blend Extended Term Series | Diversified Portfolio | 13 | 1.25% | — | Oct 1993 | EXBAX vs MNBAX |
Often Compared With EXBAX
Investors most often compare EXBAX with MCDWX, EXDAX, CONWX. These 18 comparison targets span 3 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