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 | |
|---|---|---|---|---|---|
| GMO Opportunistic Income Fund | 0.47% | — | Oct 2011 | EXCPX vs GMODX | |
| Putnam Mortgage Opportunities Fund | 0.47% | — | Apr 2015 | EXCPX vs PMOTX | |
| Carillon Reams Unconstrained Bond Fund | 0.50% | — | Sep 2011 | EXCPX vs SUBFX | |
| PIMCO Strategic Bond Fund | 0.51% | — | Jan 2009 | EXCPX vs PUTIX | |
| FPA Flexible Fixed Income Fund | 0.51% | — | Dec 2018 | EXCPX vs FPFIX |
Best Risk-Adjusted Alternatives to EXCPX
EXCPX has a PortfoliosLab risk / return rank of 64. There are 35 mutual funds in the Nontraditional Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Cliffwater Enhanced Lending Fund | 100 | — | Jul 2021 | EXCPX vs CELFX | |
| Victory Pioneer Cat Bond Fund Class Y | 100 | — | Jan 2023 | EXCPX vs CBYYX | |
| PGIM Securitized Credit Fund | 100 | — | Jun 2019 | EXCPX vs SCFZX | |
| Eaton Vance Global Macro Absolute Return Fund | 99 | — | Jun 2007 | EXCPX vs EIGMX | |
| Artisan Global Unconstrained Fund | 99 | — | Mar 2022 | EXCPX vs APFPX |
Top Performing EXCPX Alternatives (YTD)
EXCPX is at 0.80% YTD. There are 46 mutual funds in the Nontraditional Bonds category with higher YTD returns, going as high as 8.64%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Global Macro Absolute Return Advantage... | 8.64% | — | Aug 2010 | EXCPX vs EGRIX | |
| Putnam Mortgage Opportunities Fund | 5.66% | — | Apr 2015 | EXCPX vs PMOTX | |
| Eaton Vance Global Macro Absolute Return Fund | 5.42% | — | Jun 2007 | EXCPX vs EIGMX | |
| Artisan Global Unconstrained Fund | 5.21% | — | Mar 2022 | EXCPX vs APFPX | |
| Cliffwater Enhanced Lending Fund | 4.46% | — | Jul 2021 | EXCPX vs CELFX |
Lowest Volatility Alternatives to EXCPX
EXCPX has 2.22% 1-year volatility. There are 17 mutual funds in the Nontraditional Bonds category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Cliffwater Enhanced Lending Fund | 0.85% | — | Jul 2021 | EXCPX vs CELFX | |
| Dunham Long/Short Credit Fund | 1.00% | — | Dec 2004 | EXCPX vs DCAIX | |
| Victory Pioneer Cat Bond Fund Class Y | 1.20% | — | Jan 2023 | EXCPX vs CBYYX | |
| GMO Opportunistic Income Fund | 1.32% | — | 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 16 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 | |
| Cliffwater Enhanced Lending Fund | -0.18% | — | Jul 2021 | EXCPX vs CELFX | |
| 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 |
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 | 87 | 2.82% | — | Sep 2009 | EXCPX vs MNHYX | |
| Manning & Napier High Yield Bond I | High Yield Bonds | 79 | 2.46% | — | Aug 2012 | EXCPX vs MNHAX | |
| Manning & Napier Overseas Series | Foreign Large Cap Equities | 23 | 7.13% | — | Jul 2002 | EXCPX vs EXOSX | |
| Manning & Napier Pro-Blend Moderate Term Series | Diversified Portfolio | 22 | 2.14% | — | Sep 1993 | EXCPX vs EXBAX | |
| Manning & Napier Rainier International Discovery S... | Foreign Small & Mid Cap Equities | 18 | 6.71% | — | Mar 2012 | EXCPX vs RAIIX | |
| Manning & Napier Disciplined Value Series | Large Cap Value Equities | 93 | 17.06% | — | Nov 2008 | EXCPX vs MNDFX | |
| Manning & Napier Pro-Blend Maximum Term Series | Diversified Portfolio | 20 | 4.62% | — | Oct 1995 | EXCPX vs EXHAX | |
| Manning & Napier Credit Series | Intermediate Core Bond | 50 | 0.57% | — | Apr 2020 | EXCPX vs MCDWX | |
| Manning & Napier Divrs Tax Exempt Series Fund | Municipal Bonds | 60 | -0.23% | — | Feb 1994 | EXCPX vs EXDVX | |
| Manning & Napier Equity Series | Large Cap Growth Equities | 10 | 2.38% | — | May 1998 | EXCPX vs EXEYX |
Often Compared With EXCPX
Investors most often compare EXCPX with PADZX, AFLIX, TTRZX. These 7 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PGIM Absolute Return Bond Fund | Nontraditional Bonds | 97 | 2.45% | — | Mar 2011 | EXCPX vs PADZX | |
| Anfield Universal Fixed Income Fund | Nontraditional Bonds | 95 | 1.49% | — | Jun 2013 | EXCPX vs AFLIX | |
| Templeton Global Total Return Fund | Nontraditional Bonds | 47 | 4.29% | — | Sep 2008 | EXCPX vs TTRZX | |
| DoubleLine Flexible Income Fund | Nontraditional Bonds | 98 | 1.97% | — | Apr 2014 | EXCPX vs DFLEX | |
| Wavelength Fund | Nontraditional Bonds | 63 | 1.96% | — | Sep 2013 | EXCPX vs WAVLX | |
| Anchor Risk Managed Income Strategies Fund | Nontraditional Bonds | 10 | -0.58% | — | Sep 2015 | EXCPX vs ATCSX | |
| T. Rowe Price Dynamic Global Bond Fund | Nontraditional Bonds | 19 | 3.33% | — | Jan 2015 | EXCPX vs RPIEX |
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