EXDAX Mutual Fund

EXDAX Mutual Fund

NAV$13.30
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Fund Essentials - as of Apr 30, 2026

Net Assets
$611M
Expense Ratio
0.90%
Dividend Yield (Current)
4.56%
Holdings
228
Inception Date
Nov 1, 1995
Fund Family
Manning & Napier
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Semi-Annually

Performance

YTD+0.77%
1 Year+4.32%
3 Year+5.49%
5 Year+1.88%
10 Year+4.17%

Asset Allocation

Stocks: 21.21%
Bonds: 75.69%
Cash: 3.10%
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Top Holdings

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TickerNameWeight
T 4.125 11/15/32Us T-Note 4.125% 11/15/326.07%
T 2.375 02/15/42US Treasury N/ 2.375 2/423.94%
T 3.625 02/15/53United States Of Americau.S. Treasury Bonds 02/15/20533.91%
T 3 05/15/47U.s. Treasury Bond 3 05/15/20473.88%
DGCXXDreyfus Government Cash Management Fund, Institutional Shares3.08%
Top 10 Concentration: 30.85%Report Date: Apr 30, 2026
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Dividend Summary

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Dividend Yield (Current)
4.56%
Frequency
Semi-Annually
Latest Distribution
$0.72
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Peer Comparison

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

EXDAX Mutual Fund Overview

EXDAX Mutual Fund (Manning & Napier Pro Blend Conservative Term Series Class S) is managed by Manning & Napier with $611.0M in net assets. EXDAX expense ratio is 0.90%, holding 228 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 1995-11-01.

EXDAX performance shows a YTD return of 0.77%. The 1-year return is 4.32% and the 5-year return is 1.88%. EXDAX dividend yield stands at 4.56%, paid semi-annually.

EXDAX top holdings include Us T-Note 4.125% 11/15/32 (6.1%), US Treasury N/ 2.375 2/42 (3.9%), United States Of Americau.S. Treasury Bonds 02/15/2053 (3.9%), U.s. Treasury Bond 3 05/15/2047 (3.9%), Dreyfus Government Cash Management Fund, Institutional Shares (3.1%). Go to all EXDAX holdings, EXDAX sectors, or EXDAX dividends.

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