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 a closer substitute for your current allocation.
Cheapest Alternatives to EXCRX
EXCRX charges 0.65% annually. There are 82 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | EXCRX vs FMBPX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.02% | 398.10B | Feb 2010 | EXCRX vs VBMPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | EXCRX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | EXCRX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | EXCRX vs QDVBX |
Best Risk-Adjusted Alternatives to EXCRX
EXCRX has a PortfoliosLab risk / return rank of 15. There are 93 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 65.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 65 | 19.40B | Mar 1994 | EXCRX vs VCAIX | |
| Hartford Schroders Tax-Aware Bond Fund | 64 | — | Oct 2011 | EXCRX vs STWTX | |
| Loomis Sayles Securitized Asset Fund | 64 | — | Mar 2006 | EXCRX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 58 | — | Aug 1995 | EXCRX vs PCGTX | |
| Manning & Napier Credit Series | 50 | — | Apr 2020 | EXCRX vs MCDWX |
Top Performing EXCRX Alternatives (YTD)
EXCRX is at -0.55% YTD. There are 45 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.13%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.13% | — | Aug 1995 | EXCRX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 0.81% | — | Mar 2006 | EXCRX vs LSSAX | |
| DFA Diversified Fixed Income Portfolio | 0.66% | — | Aug 2016 | EXCRX vs DFXIX | |
| Manning & Napier Credit Series | 0.57% | — | Apr 2020 | EXCRX vs MCDWX | |
| Fidelity SAI Investment Grade Securitized Fund | 0.15% | — | May 2023 | EXCRX vs FSMOX |
Lowest Volatility Alternatives to EXCRX
EXCRX has 3.98% 1-year volatility. There are 81 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.36%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 2.36% | 19.40B | Mar 1994 | EXCRX vs VCAIX | |
| Fidelity Education Income Fund | 2.45% | — | Mar 2021 | EXCRX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.49% | — | Sep 2000 | EXCRX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.49% | — | Sep 2000 | EXCRX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.62% | — | Aug 2016 | EXCRX vs DFXIX |
Lowest Drawdown Alternatives to EXCRX
EXCRX has a 1-year max drawdown of -3.10%. There are 80 mutual funds in the Intermediate Core Bond category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | — | Aug 2016 | EXCRX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | EXCRX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | EXCRX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.08% | — | Sep 2000 | EXCRX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | EXCRX vs FTHRX |
Other Mutual Funds from Manning & Napier
The 10 most viewed Manning & Napier mutual funds shown here include MNHYX, MNHAX, EXOSX and span 7 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 | EXCRX vs MNHYX | |
| Manning & Napier High Yield Bond I | High Yield Bonds | 79 | 2.46% | — | Aug 2012 | EXCRX vs MNHAX | |
| Manning & Napier Overseas Series | Foreign Large Cap Equities | 23 | 7.13% | — | Jul 2002 | EXCRX vs EXOSX | |
| Manning & Napier Pro-Blend Moderate Term Series | Diversified Portfolio | 22 | 2.14% | — | Sep 1993 | EXCRX vs EXBAX | |
| Manning & Napier Rainier International Discovery S... | Foreign Small & Mid Cap Equities | 18 | 6.71% | — | Mar 2012 | EXCRX vs RAIIX | |
| Manning & Napier Disciplined Value Series | Large Cap Value Equities | 93 | 17.06% | — | Nov 2008 | EXCRX vs MNDFX | |
| Manning & Napier Pro-Blend Maximum Term Series | Diversified Portfolio | 20 | 4.62% | — | Oct 1995 | EXCRX vs EXHAX | |
| Manning & Napier Divrs Tax Exempt Series Fund | Municipal Bonds | 60 | -0.23% | — | Feb 1994 | EXCRX vs EXDVX | |
| Manning & Napier Equity Series | Large Cap Growth Equities | 10 | 2.38% | — | May 1998 | EXCRX vs EXEYX | |
| Manning & Napier Pro-Blend Extended Term Series | Diversified Portfolio | 21 | 3.19% | — | Oct 1993 | EXCRX vs MNBAX |
Often Compared With EXCRX
Investors most often compare EXCRX with SCHD, JIBEX, CRAIX. These 18 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare EXCRX with Any Fund or Stock
Compare EXCRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EXCRX with funds that move differently
Manning & Napier Core Bond Series alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EXCRX.
Explore EXCRX Diversifiers