EXBAX Mutual Fund

EXBAX Mutual Fund

NAV$14.61
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Fund Essentials - as of Apr 30, 2026

Net Assets
$192M
Expense Ratio
1.07%
Dividend Yield (Current)
6.61%
Holdings
209
Inception Date
Sep 15, 1993
Fund Family
Manning & Napier
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Semi-Annually

Performance

YTD+2.21%
1 Year+6.82%
3 Year+7.10%
5 Year+2.62%
10 Year+5.46%

Asset Allocation

Stocks: 42.66%
Bonds: 54.35%
Cash: 2.99%
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Top Holdings

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TickerNameWeight
T 4.125 11/15/32Us T-Note 4.125% 11/15/324.69%
T 3 05/15/47U.s. Treasury Bond 3 05/15/20473.54%
T 2.375 02/15/42US Treasury N/ 2.375 2/423.44%
T 3.625 02/15/53United States Of Americau.S. Treasury Bonds 02/15/20533.39%
DGCXXDreyfus Government Cash Management Fund, Institutional Shares2.94%
Top 10 Concentration: 29.38%Report Date: Apr 30, 2026
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Dividend Summary

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Dividend Yield (Current)
6.61%
Frequency
Semi-Annually
Latest Distribution
$0.98
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Peer Comparison

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

EXBAX Mutual Fund Overview

EXBAX Mutual Fund (Manning & Napier ProBlend Moderate Term Series Class S) is managed by Manning & Napier with $192.2M in net assets. EXBAX expense ratio is 1.07%, holding 209 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 1993-09-15.

EXBAX performance shows a YTD return of 2.21%. The 1-year return is 6.82% and the 5-year return is 2.62%. EXBAX dividend yield stands at 6.61%, paid semi-annually.

EXBAX top holdings include Us T-Note 4.125% 11/15/32 (4.7%), U.s. Treasury Bond 3 05/15/2047 (3.5%), US Treasury N/ 2.375 2/42 (3.4%), United States Of Americau.S. Treasury Bonds 02/15/2053 (3.4%), Dreyfus Government Cash Management Fund, Institutional Shares (2.9%). Go to all EXBAX holdings, EXBAX sectors, or EXBAX dividends.

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