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Manning & Napier Pro-Blend Mod Trm W (MNMWX)

15.05 +0.01 (+0.07%)
At close: 8:00 PM EST
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DELL
  • Previous Close 15.04
  • YTD Return 7.39%
  • Expense Ratio 0.10%
  • Category Allocation--30% to 50% Equity
  • Last Cap Gain -6.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 328.6M
  • Beta (5Y Monthly) 0.72
  • Yield 2.24%
  • 5y Average Return --
  • Holdings Turnover 56.00%
  • Last Dividend 0.44
  • Inception Date Apr 1, 2019

The fund invests primarily in common stocks and intermediate to long-term fixed income securities. It may invest in U.S. and foreign stocks, including those in emerging markets, American Depository Receipts (ADRs), and derivative instruments. The fund may invest in stocks of small-, large-, or mid-size companies. It invests primarily in fixed income securities with maturities of 5 to 10 years but may invest in securities of any maturity.

Manning & Napier

Fund Family

Allocation--30% to 50% Equity

Fund Category

328.6M

Net Assets

2019-04-01

Inception Date

Performance Overview: MNMWX

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Trailing returns as of 11/22/2024. Category is Allocation--30% to 50% Equity.

YTD Return

MNMWX
7.39%
Category
5.91%
 

1-Year Return

MNMWX
18.04%
Category
18.59%
 

3-Year Return

MNMWX
1.57%
Category
8.56%
 

5-Year Return

MNMWX
6.22%
Category
7.44%
 

Holdings: MNMWX

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Top 4 Holdings (10.00% of Total Assets)

SymbolCompany% Assets
DGCXX
Dreyfus Government Cash Management Fund 4.02%
META
Meta Platforms, Inc. 2.37%
AMZN
Amazon.com, Inc. 1.94%
AZN
AstraZeneca PLC 1.68%

Sector Weightings

SectorMNMWX
Industrials   17.91%
Healthcare   14.86%
Technology   14.62%
Real Estate   3.73%
Utilities   1.36%
Energy   0.00%

Recent News: MNMWX

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Research Reports: MNMWX

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