Manning & Napier Credit Series (MCDWX) 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 MCDWX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MCDWX
MCDWX charges 0.10% annually. There are 8 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 | MCDWX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | MCDWX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | MCDWX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | MCDWX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | — | Jul 1993 | MCDWX vs WFBIX |
Best Risk-Adjusted Alternatives to MCDWX
MCDWX has a PortfoliosLab risk / return rank of 42. There are 3 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 62.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Loomis Sayles Securitized Asset Fund | 62 | — | Mar 2006 | MCDWX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 61 | — | Oct 2011 | MCDWX vs STWTX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 57 | — | Aug 1995 | MCDWX vs PCGTX | |
| DFA Diversified Fixed Income Portfolio | 41 | — | Aug 2016 | MCDWX vs DFXIX | |
| Fidelity Education Income Fund | 41 | — | Mar 2021 | MCDWX vs FEDUX |
Top Performing MCDWX Alternatives (YTD)
MCDWX is at 0.67% YTD. There are 7 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.92% | — | Aug 1995 | MCDWX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 1.33% | — | Mar 2006 | MCDWX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 1.08% | — | Oct 2011 | MCDWX vs STWTX | |
| DFA Diversified Fixed Income Portfolio | 0.88% | — | Aug 2016 | MCDWX vs DFXIX | |
| Fidelity SAI Investment Grade Securitized Fund | 0.86% | — | May 2023 | MCDWX vs FSMOX |
Lowest Volatility Alternatives to MCDWX
MCDWX has 2.90% 1-year volatility. There are 6 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.46%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Education Income Fund | 2.46% | — | Mar 2021 | MCDWX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.50% | — | Sep 2000 | MCDWX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.50% | — | Sep 2000 | MCDWX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.64% | — | Aug 2016 | MCDWX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 2.75% | — | Aug 2000 | MCDWX vs JIBEX |
Lowest Drawdown Alternatives to MCDWX
MCDWX has a 1-year max drawdown of -2.17%. There are 7 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 | MCDWX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | MCDWX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | MCDWX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.07% | — | Sep 2000 | MCDWX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | MCDWX 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 | 3.08% | — | Sep 2009 | MCDWX vs MNHYX | |
| Manning & Napier High Yield Bond I | High Yield Bonds | 76 | 2.59% | — | Aug 2012 | MCDWX vs MNHAX | |
| Manning & Napier Overseas Series | Foreign Large Cap Equities | 8 | 3.96% | — | Jul 2002 | MCDWX vs EXOSX | |
| Manning & Napier Pro-Blend Moderate Term Series | Diversified Portfolio | 15 | 2.07% | — | Sep 1993 | MCDWX vs EXBAX | |
| Manning & Napier Disciplined Value Series | Large Cap Value Equities | 87 | 15.06% | — | Nov 2008 | MCDWX vs MNDFX | |
| Manning & Napier Rainier International Discovery S... | Foreign Small & Mid Cap Equities | 13 | 8.01% | — | Mar 2012 | MCDWX vs RAIIX | |
| Manning & Napier Pro-Blend Maximum Term Series | Diversified Portfolio | 13 | 3.99% | — | Oct 1995 | MCDWX vs EXHAX | |
| Manning & Napier Divrs Tax Exempt Series Fund | Municipal Bonds | 66 | 0.77% | — | Feb 1994 | MCDWX vs EXDVX | |
| Manning & Napier Pro-Blend Extended Term Series | Diversified Portfolio | 14 | 2.98% | — | Oct 1993 | MCDWX vs MNBAX | |
| Manning & Napier Core Bond Series | Intermediate Core Bond | 15 | 0.04% | — | Apr 2005 | MCDWX vs EXCRX |
Often Compared With MCDWX
Investors most often compare MCDWX with NCRLX, APBDX, AVIGX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare MCDWX with Any Fund or Stock
Compare MCDWX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MCDWX with funds that move differently
Manning & Napier Credit Series alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MCDWX.
Explore MCDWX Diversifiers