Manning & Napier Equity Series (EXEYX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with EXEYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EXEYX
EXEYX charges 1.05% annually. There are 319 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | EXEYX vs ACIHX | |
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | EXEYX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | EXEYX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | EXEYX vs FSPGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | EXEYX vs VRGWX |
Best Risk-Adjusted Alternatives to EXEYX
EXEYX has a PortfoliosLab risk / return rank of 10. There are 280 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 90 | — | Feb 1969 | EXEYX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | EXEYX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | EXEYX vs VHCAX | |
| Chase Growth Fund | 82 | — | Dec 1997 | EXEYX vs CHASX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | EXEYX vs FDSSX |
Top Performing EXEYX Alternatives (YTD)
EXEYX is at 2.38% YTD. There are 257 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 28.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ICON Equity Fund | 28.40% | — | Oct 2002 | EXEYX vs IOLZX | |
| Chase Growth Fund | 22.47% | — | Dec 1997 | EXEYX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.42% | — | Jan 2007 | EXEYX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 20.70% | — | Feb 2017 | EXEYX vs FUMIX | |
| Vanguard PRIMECAP Fund Investor Shares | 20.64% | 96.10B | Nov 1984 | EXEYX vs VPMCX |
Lowest Volatility Alternatives to EXEYX
EXEYX has 14.24% 1-year volatility. There are 58 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | EXEYX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.96% | — | Jan 2005 | EXEYX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | EXEYX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | EXEYX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.57% | — | Sep 2018 | EXEYX vs GQEPX |
Lowest Drawdown Alternatives to EXEYX
EXEYX has a 1-year max drawdown of -16.40%. There are 270 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | EXEYX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | EXEYX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | EXEYX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | EXEYX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | EXEYX vs DNVYX |
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 | EXEYX vs MNHYX | |
| Manning & Napier High Yield Bond I | High Yield Bonds | 79 | 2.46% | — | Aug 2012 | EXEYX vs MNHAX | |
| Manning & Napier Overseas Series | Foreign Large Cap Equities | 23 | 7.13% | — | Jul 2002 | EXEYX vs EXOSX | |
| Manning & Napier Pro-Blend Moderate Term Series | Diversified Portfolio | 22 | 2.14% | — | Sep 1993 | EXEYX vs EXBAX | |
| Manning & Napier Rainier International Discovery S... | Foreign Small & Mid Cap Equities | 18 | 6.71% | — | Mar 2012 | EXEYX vs RAIIX | |
| Manning & Napier Disciplined Value Series | Large Cap Value Equities | 93 | 17.06% | — | Nov 2008 | EXEYX vs MNDFX | |
| Manning & Napier Pro-Blend Maximum Term Series | Diversified Portfolio | 20 | 4.62% | — | Oct 1995 | EXEYX vs EXHAX | |
| Manning & Napier Credit Series | Intermediate Core Bond | 50 | 0.57% | — | Apr 2020 | EXEYX vs MCDWX | |
| Manning & Napier Divrs Tax Exempt Series Fund | Municipal Bonds | 60 | -0.23% | — | Feb 1994 | EXEYX vs EXDVX | |
| Manning & Napier Pro-Blend Extended Term Series | Diversified Portfolio | 21 | 3.19% | — | Oct 1993 | EXEYX vs MNBAX |
Often Compared With EXEYX
Investors most often compare EXEYX with EXCRX, FSSKX, PROVX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare EXEYX with Any Fund or Stock
Compare EXEYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EXEYX with funds that move differently
Manning & Napier Equity Series alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EXEYX.
Explore EXEYX Diversifiers