EXTAX Rating, Research - Manning & Napier Tax Managed A

Manning & Napier Tax Managed A (extax)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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%
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Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 71

Threats + Weaknesses = 49

When strengths & opportunities substantially exceed threats & weaknesses an investment in the extax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Manning & Napier Tax Managed A (EXTAX) Description: EXTAX is a mutual fund, which is an investment that owns a basket of assets. The EXTAX mutual fund was provided by Manning & Napier and this investment vehicle derives the majority of its value from equity holdings (stocks). Manning & Napiers mutual fund has a long management tenure and is in the small fund size classification. EXTAXs minimum initial investment amount is $2000 while the IRA minimum is $0. EXTAXs expense ratio is roughly 1%. The latest EXTAXs front end load was 0% and the back end load was 0%. The Manning & Napier Tax Managed A (EXTAX) mutual fund falls under the large-cap mixed category. EXTAX focuses its investments in USA and EXTAX is not affiliated with a particular industry or fund sector. The Manning & Napier Tax Managed A (EXTAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find EXTAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of EXTAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks a total return after expenses, which exceeds over time the total return of the Russell 1000 Index. The fund invests at least 65% of its total assets in stocks (see stock research) that are in the Russell 1000 Index and that meet the funds sustainable and socially responsible investment criteria. It may purchase stocks (see stock research) not in the Russell 1000 Index, including foreign stocks (see stock research) not exceeding 25% of the funds net assets, as well as smaller capitalization names. Any investments not in the index will meet the funds social screening criteria and be selected to track the risk/return characteristics of the index.


Management Analysis Update


Performance Analysis Update