Pro Blend Maximum Term Fund Quote
| EXHAX Fund | USD 24.16 0.26 1.09% |
Performance3 of 100
| Odds Of DistressLess than 21
|
Pro-blend(r) Maximum is trading at 24.16 as of the 24th of April 2024; that is 1.09% increase since the beginning of the trading day. The fund's open price was 23.9. Pro-blend(r) Maximum has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Pro Blend Maximum Term are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of November 2023 and ending today, the 24th of April 2024. Click here to learn more.
The fund invests primarily in common stocks and in long-term fixed income securities. It may invest in U.S. and foreign stocks, including those in emerging markets, American Depository Receipts , and derivatives instruments. The fund may invest in stocks of small-, large-, or mid-size companies. More on Pro Blend Maximum Term
Moving together with Pro-blend(r) Mutual Fund
| 0.95 | MNBAX | Pro Blend Extended | PairCorr |
| 0.95 | MNBIX | Pro Blend Extended | PairCorr |
| 0.72 | MNCRX | Pro Blend Servative | PairCorr |
| 0.79 | MNCWX | Manning Napier Pro | PairCorr |
| 0.78 | MNDFX | Disciplined Value Series | PairCorr |
| 0.94 | MNBRX | Pro Blend Extended | PairCorr |
Pro-blend(r) Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Pro-blend(r) Maximum's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Pro-blend(r) Maximum or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Manning & Napier Funds, Large Growth Funds, Allocation--85%+ Equity Funds, Allocation--85%+ Equity, Manning & Napier (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Pro Blend Maximum Term [EXHAX] is traded in USA and was established 24th of April 2024. Pro-blend(r) Maximum is listed under Manning & Napier category by Fama And French industry classification. The fund is listed under Allocation--85%+ Equity category and is part of Manning & Napier family. This fund currently has accumulated 466.96 M in assets under management (AUM) with no minimum investment requirementsPro-blend(r) Maximum is currently producing year-to-date (YTD) return of 0.13% with the current yeild of 0.01%, while the total return for the last 3 years was 0.98%.
Check Pro-blend(r) Maximum Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Pro-blend(r) Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Pro-blend(r) Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Pro Blend Maximum Term Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Pro Blend Maximum Term Mutual Fund Constituents
| V | Visa Class A | Stock | Financials |
| ORLY | OReilly Automotive | Stock | Consumer Discretionary |
| MDT | Medtronic PLC | Stock | Health Care |
| DVA | DaVita HealthCare Partners | Stock | Health Care |
| SONY | Sony Group Corp | Stock | Consumer Discretionary |
| ARNC | Arconic | Stock | Industrials |
| BKNG | Booking Holdings | Stock | Consumer Discretionary |
Pro-blend(r) Maximum Target Price Odds Analysis
Based on a normal probability distribution, the odds of Pro-blend(r) Maximum jumping above the current price in 90 days from now is about 60.18%. The Pro Blend Maximum Term probability density function shows the probability of Pro-blend(r) Maximum mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Pro-blend(r) Maximum has a beta of 0.7729 suggesting as returns on the market go up, Pro-blend(r) Maximum average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Pro Blend Maximum Term will be expected to be much smaller as well. Additionally, pro Blend Maximum Term has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Pro-blend(r) Maximum to move above the current price in 90 days from now is about 60.18 (This Pro Blend Maximum Term probability density function shows the probability of Pro-blend(r) Mutual Fund to fall within a particular range of prices over 90 days) .
Pro-blend(r) Maximum Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Pro-blend(r) Maximum market risk premium is the additional return an investor will receive from holding Pro-blend(r) Maximum long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Pro-blend(r) Maximum. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Pro-blend(r) Maximum's alpha and beta are two of the key measurements used to evaluate Pro-blend(r) Maximum's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.4307 | |||
| Semi Deviation | 0.5634 | |||
| Standard Deviation | 0.5798 | |||
| Variance | 0.3362 |
Pro-blend(r) Maximum Against Markets
Picking the right benchmark for Pro-blend(r) Maximum mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Pro-blend(r) Maximum mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Pro-blend(r) Maximum is critical whether you are bullish or bearish towards Pro Blend Maximum Term at a given time. Please also check how Pro-blend(r) Maximum's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Pro-blend(r) Maximum without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Pro-blend(r) Mutual Fund?
Before investing in Pro-blend(r) Maximum, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Pro-blend(r) Maximum. To buy Pro-blend(r) Maximum fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Pro-blend(r) Maximum. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Pro-blend(r) Maximum fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Pro Blend Maximum Term fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Pro Blend Maximum Term fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Pro Blend Maximum Term, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Pro Blend Maximum Term?
The danger of trading Pro Blend Maximum Term is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Pro-blend(r) Maximum is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Pro-blend(r) Maximum. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Pro-blend(r) Maximum is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Pro Blend Maximum Term. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Pro-blend(r) Maximum information on this page should be used as a complementary analysis to other Pro-blend(r) Maximum's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.