EXHAX Mutual Fund

EXHAX Mutual Fund

NAV$26.81
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Fund Essentials - as of Jul 31, 2026

Net Assets
$241M
Expense Ratio
1.10%
Dividend Yield (Current)
10.11%
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%
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Top Holdings

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TickerNameWeight
MSFTMicrosoft Corp5.72%
NVDANvidia Corp5.53%
AMZNAmazon.Com Inc4.07%
MAMastercard Inc3.57%
VVisa Inc Class A3.20%
Top 10 Concentration: 36.67%Report Date: Jul 31, 2026
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Dividend Summary

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Dividend Yield (Current)
10.11%
Frequency
Semi-Annually
Latest Distribution
$1.70
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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, Health Care. 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 10.11%, paid semi-annually.

EXHAX top holdings include Microsoft Corp (5.7%), Nvidia Corp (5.5%), Amazon.Com Inc (4.1%), Mastercard Inc (3.6%), Visa Inc Class A (3.2%). 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.