Manning & Napier Unconstrained Bond Series (EXCPX) belongs to the Nontraditional Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with EXCPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EXCPX
EXCPX charges 0.72% annually. There are 16 mutual funds in the Nontraditional Bonds category with lower expense ratios, going as low as 0.47%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Mortgage Opportunities Fund | 0.47% | — | Apr 2015 | EXCPX vs PMOTX | |
| GMO Opportunistic Income Fund | 0.47% | — | Oct 2011 | EXCPX vs GMODX | |
| Carillon Reams Unconstrained Bond Fund | 0.50% | — | Sep 2011 | EXCPX vs SUBFX | |
| FPA Flexible Fixed Income Fund | 0.51% | — | Dec 2018 | EXCPX vs FPFIX | |
| PIMCO Strategic Bond Fund | 0.51% | — | Jan 2009 | EXCPX vs PUTIX |
Best Risk-Adjusted Alternatives to EXCPX
EXCPX has a PortfoliosLab risk / return rank of 63. There are 38 mutual funds in the Nontraditional Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | 100 | — | Jan 2023 | EXCPX vs CBYYX | |
| PGIM Securitized Credit Fund | 99 | — | Jun 2019 | EXCPX vs SCFZX | |
| Artisan Global Unconstrained Fund | 99 | — | Mar 2022 | EXCPX vs APFPX | |
| Eaton Vance Global Macro Absolute Return Fund | 99 | — | Jun 2007 | EXCPX vs EIGMX | |
| DoubleLine Flexible Income Fund | 98 | — | Apr 2014 | EXCPX vs DFLEX |
Top Performing EXCPX Alternatives (YTD)
EXCPX is at 1.02% YTD. There are 44 mutual funds in the Nontraditional Bonds category with higher YTD returns, going as high as 6.50%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Global Macro Absolute Return Advantage... | 6.50% | — | Aug 2010 | EXCPX vs EGRIX | |
| Putnam Mortgage Opportunities Fund | 4.57% | — | Apr 2015 | EXCPX vs PMOTX | |
| Eaton Vance Global Macro Absolute Return Fund | 4.15% | — | Jun 2007 | EXCPX vs EIGMX | |
| Artisan Global Unconstrained Fund | 4.00% | — | Mar 2022 | EXCPX vs APFPX | |
| Anchor Risk Managed Credit Strategies Fund | 3.86% | — | Sep 2015 | EXCPX vs ATCSX |
Lowest Volatility Alternatives to EXCPX
EXCPX has 2.18% 1-year volatility. There are 18 mutual funds in the Nontraditional Bonds category with lower 1-year volatility, going as low as 1.00%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dunham Long/Short Credit Fund | 1.00% | — | Dec 2004 | EXCPX vs DCAIX | |
| Victory Pioneer Cat Bond Fund Class Y | 1.23% | — | Jan 2023 | EXCPX vs CBYYX | |
| DoubleLine Flexible Income Fund | 1.31% | — | Apr 2014 | EXCPX vs DFLEX | |
| GMO Opportunistic Income Fund | 1.35% | — | Oct 2011 | EXCPX vs GMODX | |
| BlackRock Global Long/Short Credit Fund | 1.36% | — | Sep 2011 | EXCPX vs BGCIX |
Lowest Drawdown Alternatives to EXCPX
EXCPX has a 1-year max drawdown of -1.49%. There are 17 mutual funds in the Nontraditional Bonds category with shallower 1-year drawdowns, going as shallow as -0.09%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | -0.09% | — | Jan 2023 | EXCPX vs CBYYX | |
| PGIM Securitized Credit Fund | -0.31% | — | Jun 2019 | EXCPX vs SCFZX | |
| Dunham Long/Short Credit Fund | -0.37% | — | Dec 2004 | EXCPX vs DCAIX | |
| GMO Opportunistic Income Fund | -0.65% | — | Oct 2011 | EXCPX vs GMODX | |
| PGIM Absolute Return Bond Fund | -0.76% | — | Mar 2011 | EXCPX vs PADZX |
Often Compared With EXCPX
Investors most often compare EXCPX with AFLIX, WAVLX, TTRZX. These 3 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Anfield Universal Fixed Income Fund | Nontraditional Bonds | 94 | 1.31% | — | Jun 2013 | EXCPX vs AFLIX | |
| Wavelength Interest Rate Neutral Fund | Nontraditional Bonds | 80 | 3.33% | — | Sep 2013 | EXCPX vs WAVLX | |
| Templeton Global Total Return Fund | Nontraditional Bonds | 22 | 2.21% | — | Sep 2008 | EXCPX vs TTRZX |
Compare EXCPX with Any Fund or Stock
Compare EXCPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EXCPX with funds that move differently
Manning & Napier Unconstrained Bond Series alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EXCPX.
Explore EXCPX Diversifiers