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Manning & Napier Pro-blend Conservative Term Series Class S (EXDAX)
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03/01 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 177.71M
Manning & Napier Pro-Blend Cnsrv Term S
12.86
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- Overview
- Profile
- Historical Data
- Holdings
EXDAX Overview
On this page you'll find an in-depth profile of Manning & Napier Pro-blend Conservative Term Series Class S. Learn about the key management, total assets, investment strategy and contact information of EXDAX among other information.
Investment Strategy
The investment seeks to provide preservation of capital, and its secondary objectives are to provide income and long-term growth of capital. The fund invests primarily in fixed income securities, including U.S. Treasury securities and U.S. and foreign mortgage-backed and asset-backed securities and corporate bonds. It invests primarily in fixed income securities with short- to intermediate-term maturities of 3 to 5 years but may also invest in longer term securities. The fund may also invest in U.S. and foreign stocks, including those in emerging markets, American Depository Receipts, and derivative instruments.
Contact Information
Address
290 Woodcliff Drive
Fairport,NY 14450
United States
Fairport,NY 14450
United States
Phone
+1 585 3256880
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| John Mitchell | - | 2024 | Now |
| Biography | John Mitchell is the Managing Director of the Services Group at Manning & Napier and a member of the firm’s Core Team. As a member of the firm's Core Team, John is part of the portfolio management team responsible for voting on stock recommendations for our bottom-up global equity, U.S. equity, non-U.S. equity, and multi-asset class investment strategies. As the leader of the Services Group, John performs bottom-up research on companies within the financial services, business services, and utilities industries. Prior to the Services Group, John researched investments as a member of the Technology and the Capital Goods investment research teams. John has been with Manning & Napier since 2001. He earned a BS in Finance and a BA in Political Science from Syracuse University and earned an MBA from the Simon Business School at the University of Rochester. John is a CFA® charterholder and member of the CFA Society of Rochester. | ||
| Elizabeth H. Mallette | Analyst | 2023 | Now |
| Biography | Joined the MANNING & NAPIER FUND, INC. in 2006. Analyst since 2013. Member of the Real Estate Series Research Team since 2013. Previous positions held in last five years: Research Assistant, 2008, Research Associate, 2009, Senior Associate, 2010 – 2013. | ||
| Jay Welles | Head of Core Equities | 2023 | Now |
| Biography | Jay Welles is the Head of Core Equities and a member of the firm's Core Team, which is the portfolio management team responsible for voting on stock recommendations for our bottom-up, global equity, U.S. equity, non-U.S. equity, and multi-asset class investment strategies. Jay is also a member of the firm's Executive Committee and Investment Policy Group, which is responsible for establishing appropriate asset allocation guidelines based on a variety of prevailing inputs, including both top-down macroeconomic data and bottom-up industry and security analysis. Jay has been with Manning & Napier since 2000. He began his career in research in 2001 working as a Research Assistant in our Global Strategies Group. In 2004, Jay moved to the Technology Group working as a Junior Analyst and most recently as Managing Director. He has more than 15 years of experience conducting bottom-up, company-specific research within the Technology sector. Jay earned his BS in Business Administration from Alfred University. He is also a CFA charterholder. | ||
| Marc Bushallow | Managing Director, Fixed Income | 2015 | Now |
| Biography | Marc Bushallow is the Managing Director of Fixed Income at Manning & Napier. Prior to becoming Managing Director, Marc was a Senior Analyst in the Fixed Income Group, concentrating on analysis of below investment-grade corporate bonds. He also spent some time at the firm as an Assistant performing quantitative and macroeconomic research. Today, Marc works on economic overviews and the top-down positioning of the firm's fixed income portfolios. He oversees the firm's high-yield, nontraditional, and core fixed income strategies, and is also a member of the firm's Investment Policy Group. Marc joined Manning & Napier in 1999 and left to pursue a master's degree in 2002, returning to the firm in 2008. Before returning to Manning & Napier, Marc spent four years at Barclays Capital, gaining sell-side experience requiring the evaluation and recommendation of high-yield credit, including both cash and derivative products. He acquired and applied detailed understanding of new issue syndication, trading, bond structure and covenants, etc. During that time, Marc and his team were two-time runners-up in the Institutional Investor All-Europe Fixed-Income Research Team poll for High-Yield Consumer Products. Marc earned his BA in Economics from the State University of New York at Geneseo and his MSc in Economics from the London School of Economics & Political Science. He is also a CFA charterholder. | ||
| Marc D. Tommasi | Chief Investment Strategist | 1995 | 2024 |
| Biography | Marc Tommasi is the Chief Investment Strategist and member of the Core Team, which is the portfolio management team responsible for voting on stock recommendations for our bottom-up, global equity, U.S. equity, non-U.S. equity, and multi-asset class investment strategies. As Chief Investment Strategist, Marc oversees the coordination of the firm's overview among the various groups involved in top-down research. Specifically, he is responsible for the macro overviews of all countries we may invest in. Marc is also a member of the firm's Investment Policy Group. | ||
| Christian A. Andreach | Co-Head of Equities and Managing Director, Consumer Group | 2002 | 2023 |
| Biography | Christian Andreach is Co-Head of Equities; Managing Director, Consumer Group; Head of U.S. Equity Core Team; member of the firm's Investment Policy Group; and a member of the Global and Non-U.S. Equity Core Teams. As Managing Director, Christian is responsible for analytical coverage of stocks within the Consumer sector and oversight of analysts in that group. As Head of the U.S. Equity Core Team and member of the Global and Non-U.S. Equity Core Teams, Christian votes on stock recommendations made for our bottom-up, U.S. equity, global equity, non-U.S. equity, and multi-asset class portfolios. | ||
| Ebrahim Busheri | Director of Investments | 2012 | 2023 |
| Biography | Ebrahim Busheri is the Director of Investments at Manning & Napier. Over his firm tenure, spanning from 1988 to 2001 and again from 2011 through present day, Ebrahim has held positions as Head of Emerging Growth Group; Head of Technology Group; Head of Consumer Group; and Director of Research. During his hiatus from Manning & Napier he worked as the Director of Investments at W.P. Stewart and as a Consultant for Heritage Capital. Ebrahim earned his BA in Accounting and Economics from Muskingum College and his MBA in Finance from the University of Rochester. He is a CFA charterholder. | ||
| Jeffrey A. Herrmann | Senior Analyst | 1995 | 2016 |
| Biography | Jeffrey Herrmann is a Co-Head of Global Equities and a Co-Director of Research at Manning & Napier. As a Co-Director of Research, he has a broad responsibility for the management of the firm’s Research Department. Mr. Herrmann is also the Managing Director of the Themes and Overviews Group, the Managing Director of the Alternative Strategies Group, and a member of the Senior Research Group. He has over 25 years of experience at Manning & Napier. | ||
| Jay Robert Feuerstein | CEO, Co-Chief Investment Officer | 2014 | 2016 |
| Biography | Jay Feuerstein is the founder and CEO of Trident Capital Management LLC and the fund manager for the Trident Futures Fund LP. Jay has over 30 years of experience in managed futures.Prior to founding TCM, Jay was the founder and CEO of Xenon Capital Management. Xenon was seeded by Goldman Sachs Asset Management in 2001 and grew to approximately $1 billion in AUM. Xenon became a part of Manning & Napier in 2014, where Jay was Head of Alternative Investments for the $54 billion asset management unit while managing a portfolio of $1 billion in managed futures. From 1987 to 2001, Jay worked at Drexel Burnham Lambert, Lehman Brothers and Bear Stearns. | ||
| Christopher Petrosino | Managing Director, Investment Policy Group | 2012 | 2016 |
| Biography | Christopher Petrosino is the Managing Director of the Investment Policy Group at Manning & Napier. The Investment Policy Group is responsible for establishing asset allocation guidelines for multi-asset class portfolios and establishing the firm’s market and economic outlook. Christopher is also a member of the Quantitative Strategies Group with investment management responsibilities for the team’s systematic equity and multi-asset class portfolios. Christopher joined the firm in 2001. He earned undergraduate degrees in Economics and Statistics from the University of Rochester and a MS in Statistics from the Rochester Institute of Technology. He is also a CFA® charterholder. | ||
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