EXHAX Mutual Fund

EXHAX Mutual Fund

NAV$27.23
See how much of EXHAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Apr 30, 2026

Net Assets
$241M
Expense Ratio
1.10%
Dividend Yield (Current)
10.34%
Holdings
128
Inception Date
Nov 1, 1995
Fund Family
Manning & Napier
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Semi-Annually

Performance

YTD+5.04%
1 Year+12.22%
3 Year+11.30%
5 Year+5.37%
10 Year+9.98%

Asset Allocation

Stocks: 86.04%
Bonds: 12.17%
Cash: 1.78%
See how much of EXHAX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Top Holdings

View All →
TickerNameWeight
T 4.125 11/15/32Us T-Note 4.125% 11/15/326.04%
MSFTMicrosoft Corp 4.100 Feb 06 375.51%
NVDANvidia Corp.5.31%
AMZNAmazon.Com Inc4.11%
MAMastercard Inc3.47%
Top 10 Concentration: 40.20%Report Date: Apr 30, 2026
Download all 128 holdings for EXHAX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
10.34%
Frequency
Semi-Annually
Latest Distribution
$1.70
-

Peer Comparison

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

EXHAX Mutual Fund Overview

EXHAX Mutual Fund (Manning & Napier ProBlend Maximum Term Series Class S) is managed by Manning & Napier with $240.5M in net assets. EXHAX expense ratio is 1.10%, holding 128 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1995-11-01.

EXHAX performance shows a YTD return of 5.04%. The 1-year return is 12.22% and the 5-year return is 5.37%. EXHAX dividend yield stands at 10.34%, paid semi-annually.

EXHAX top holdings include Us T-Note 4.125% 11/15/32 (6.0%), Microsoft Corp 4.100 Feb 06 37 (5.5%), Nvidia Corp. (5.3%), Amazon.Com Inc (4.1%), Mastercard Inc (3.5%). Go to all EXHAX holdings, EXHAX sectors, or EXHAX dividends.

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