CEIIX Mutual Fund

CEIIX Mutual Fund

NAV$15.25
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Fund Essentials - as of Jun 30, 2026

Net Assets
-
Expense Ratio
0.95%
Dividend Yield (Current)
8.11%
Holdings
33
Inception Date
Oct 23, 2023
Fund Family
Manning & Napier
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly

Performance

YTD+15.78%
1 Year+23.31%

Asset Allocation

Stocks: 98.96%
Cash: 1.03%
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Top Holdings

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TickerNameWeight
SPBSpectrum Brands Holdings Inc11.36%
ETEnergy Transfer9.02%
VTRSViatris Inc.8.61%
WWWWolverine World Wide, Inc.4.96%
ORealty Income Corp.4.52%
Top 10 Concentration: 57.89%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
8.11%
Frequency
Quarterly

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

CEIIX Mutual Fund Overview

CEIIX Mutual Fund (Callodine Equity Income Series Class I) is managed by Manning & Napier. CEIIX expense ratio is 0.95%, holding 33 positions across sectors including Real Estate, Consumer Staples, Energy. Inception date: 2023-10-23.

CEIIX performance shows a YTD return of 15.78%. The 1-year return is 23.31%. CEIIX dividend yield stands at 8.11%, paid quarterly.

CEIIX top holdings include Spectrum Brands Holdings Inc (11.4%), Energy Transfer (9.0%), Viatris Inc. (8.6%), Wolverine World Wide, Inc. (5.0%), Realty Income Corp. (4.5%). Go to all CEIIX holdings, CEIIX sectors, or CEIIX dividends.

CEIIX can be compared against other funds. Use CEIIX overlap to find shared positions, or CEIIX vs another fund for a side-by-side view. CEIIX alternatives are available via the screener, along with tax-loss harvesting opportunities.