Manning & Napier Core Bond Series (EXCRX) Alternatives
Manning & Napier Core Bond Series (EXCRX) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with EXCRX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to EXCRX
EXCRX charges 0.65% annually. Among mutual funds in the Intermediate Core Bond category, these options have the lowest expense ratios among EXCRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | Dec 20, 2007 | EXCRX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | Sep 19, 2014 | EXCRX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | Dec 13, 2019 | EXCRX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | Dec 13, 2019 | EXCRX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | Jul 2, 1993 | EXCRX vs WFBIX |
Best Risk-Adjusted Alternatives to EXCRX
Among mutual funds in the Intermediate Core Bond category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| T. Rowe Price New Income Fund | 86 | Aug 31, 1973 | EXCRX vs PRCIX | |
| Fidelity Education Income Fund | 82 | Mar 16, 2021 | EXCRX vs FEDUX | |
| Loomis Sayles Securitized Asset Fund | 82 | Mar 2, 2006 | EXCRX vs LSSAX | |
| Baird Intermediate Bond Fund | 81 | Sep 29, 2000 | EXCRX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 80 | Aug 10, 2016 | EXCRX vs DFXIX |
Top Performing EXCRX Alternatives (YTD)
EXCRX alternatives from the Intermediate Core Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.74% | Aug 24, 1995 | EXCRX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 0.55% | Mar 2, 2006 | EXCRX vs LSSAX | |
| Dupree Taxable Municipal Bond Fund | 0.43% | Nov 1, 2010 | EXCRX vs DUTMX | |
| DFA Diversified Fixed Income Portfolio | 0.40% | Aug 10, 2016 | EXCRX vs DFXIX | |
| Touchstone Impact Bond Fund | 0.31% | Nov 15, 1991 | EXCRX vs TCPYX |
Lowest Volatility Alternatives to EXCRX
EXCRX alternatives from the Intermediate Core Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Fidelity Education Income Fund | 2.68% | Mar 16, 2021 | EXCRX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.79% | Sep 29, 2000 | EXCRX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.80% | Sep 29, 2000 | EXCRX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.85% | Aug 10, 2016 | EXCRX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 3.04% | Aug 31, 2000 | EXCRX vs JIBEX |
Lowest Drawdown Alternatives to EXCRX
EXCRX alternatives from the Intermediate Core Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | Aug 10, 2016 | EXCRX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | Mar 16, 2021 | EXCRX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | Sep 29, 2000 | EXCRX vs BIMSX | |
| CCM Community Impact Bond Fund | -1.98% | Aug 30, 1999 | EXCRX vs CRAIX | |
| Johnson Institutional Intermediate Bond Fund | -2.06% | Aug 31, 2000 | EXCRX vs JIBEX |
Other Mutual Funds from Manning & Napier
Most popular Manning & Napier mutual funds on PortfoliosLab, across asset classes.
Often Compared With EXCRX
What investors most often compare with EXCRX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Schwab U.S. Dividend Equity ETF | Dividend | 43 | 12.17% | Oct 20, 2011 | EXCRX vs SCHD | |
| Manning & Napier Credit Series | Intermediate Core Bond | 76 | -0.13% | Apr 15, 2020 | EXCRX vs MCDWX | |
| Columbia Bond Fund | Intermediate Core Bond | 65 | 0.03% | Jan 9, 1986 | EXCRX vs UMMGX |
Compare EXCRX with Any Fund or Stock
Compare EXCRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.