Manning & Napier Pro-Blend Maximum Term Series (EXHAX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with EXHAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EXHAX
EXHAX charges 1.10% annually. There are 448 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | EXHAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | EXHAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | EXHAX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | EXHAX vs VTMFX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | EXHAX vs BWBIX |
Best Risk-Adjusted Alternatives to EXHAX
EXHAX has a PortfoliosLab risk / return rank of 12. There are 526 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | EXHAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | EXHAX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | EXHAX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | EXHAX vs EKBAX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | EXHAX vs AYBLX |
Top Performing EXHAX Alternatives (YTD)
EXHAX is at 1.94% YTD. There are 512 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.76%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.76% | — | Jan 1998 | EXHAX vs EKBAX | |
| Greenspring Fund | 20.69% | — | Jun 1983 | EXHAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.72% | — | Aug 1998 | EXHAX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.68% | — | Dec 2002 | EXHAX vs TIBIX | |
| Sound Mind Investing Fund | 15.94% | — | Dec 2005 | EXHAX vs SMIFX |
Lowest Volatility Alternatives to EXHAX
EXHAX has 12.55% 1-year volatility. There are 494 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | EXHAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.82% | — | Apr 2012 | EXHAX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | EXHAX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | EXHAX vs AVEFX | |
| American Funds College 2027 Fund | 3.13% | — | Sep 2012 | EXHAX vs CSTAX |
Lowest Drawdown Alternatives to EXHAX
EXHAX has a 1-year max drawdown of -13.33%. There are 529 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | EXHAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | EXHAX vs SCLAX | |
| Fidelity Strategic Real Return Fund Class K6 | -2.57% | — | Sep 2005 | EXHAX vs FSRKX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | EXHAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | EXHAX vs SICIX |
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 | 88 | 2.79% | — | Sep 2009 | EXHAX vs MNHYX | |
| Manning & Napier High Yield Bond I | High Yield Bonds | 78 | 2.27% | — | Aug 2012 | EXHAX vs MNHAX | |
| Manning & Napier Overseas Series | Foreign Large Cap Equities | 7 | 3.12% | — | Jul 2002 | EXHAX vs EXOSX | |
| Manning & Napier Pro-Blend Moderate Term Series | Diversified Portfolio | 15 | 1.38% | — | Sep 1993 | EXHAX vs EXBAX | |
| Manning & Napier Disciplined Value Series | Large Cap Value Equities | 80 | 11.68% | — | Nov 2008 | EXHAX vs MNDFX | |
| Manning & Napier Rainier International Discovery S... | Foreign Small & Mid Cap Equities | 22 | 9.95% | — | Mar 2012 | EXHAX vs RAIIX | |
| Manning & Napier Divrs Tax Exempt Series Fund | Municipal Bonds | 66 | 0.81% | — | Feb 1994 | EXHAX vs EXDVX | |
| Manning & Napier Equity Series | Large Cap Growth Equities | 8 | 0.49% | — | May 1998 | EXHAX vs EXEYX | |
| Manning & Napier Pro-Blend Extended Term Series | Diversified Portfolio | 13 | 1.78% | — | Oct 1993 | EXHAX vs MNBAX | |
| Manning & Napier Core Bond Series | Intermediate Core Bond | 18 | 0.55% | — | Apr 2005 | EXHAX vs EXCRX |
Often Compared With EXHAX
Investors most often compare EXHAX with VYM, MCDWX, EXDAX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare EXHAX with Any Fund or Stock
Compare EXHAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EXHAX with funds that move differently
Manning & Napier Pro-Blend Maximum Term Series alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EXHAX.
Explore EXHAX Diversifiers