Manning & Napier Pro-Blend Cnsrv Term S EXDAX
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This is why you need managed bond fund (see March)
… 0.0 IVWIX -0.24 SGIIX 0.5 JNBSX 0.6 JPVTX 0.95 FPACX 0. 4 OAKBX 0.9 ICMBX 1.1 PRWCX 2.0 LSBDX 0.0 FSICX -0.2 OSTIX 0.4 BERIX 1.0 EXDAX 0.2 VWINX 0.5 DBLTX 0.45 DBLFX 0.0 PIMIX 1.0 TGLMX 0.8 PTTRX 0.0
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Hunkered down for a while since October or so 2011
BERIX 22.46% VWELX 16.79% VWINX 16.64% VMGRX 16.37% PRPFX 16.19% EXDAX 11.18%
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VWINX & VTINX Concerns - Extended Bond Duration
… need the distribution for another 5 years. Should I adjust VWINX, and VTINX to lower overall duration, or let it ride till I am 70.5 Yrs old. EXDAX offers a duration of 3.87 years as a conservative balanced fund!!! Thanks JFSHW47
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EXDAX Manning & Napier Pro-Blend Cnsrv Term S Fund Analysis, Report, Research, 5 Star Rating – Morningstar
Its occasionally big cash stake could be a drag at times.Great long-term record.Experienced managers.Low volatility.Great downside protection.A 10-person management team oversees the fund, with members averaging 17 years at the firm. All team members have ownership stakes in the advisory firm.
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AOK iShares S&P Conservative Allocation ETF Analysis, Report, Research, 5 Star Rating – Morningstar
… in the Conservative Allocation category. One such fund with a 5-star rating is Manning & Napier Pro-Blend Cnsrv Term S EXDAX . It selects individual securities rather than using a fund of funds approach, though it has a higher expense ratio (0.90 …
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One or 2 bond funds to do all.
… I had most of my bonds in MWTRX (lots of mortgage CMO and pass thrus, PRPFX ( only 25% bond, mostly US treasuries) and EXDAX (conservative allocation, 80/20, lots of corporate). I was all moderate term. In my rebuilt portfolio I am looking at …
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Vanguard Target Income VTINX Question
… appreciate your feedback! I am considering reducing my VTINX exposure because of this new information. Maybe an even split between VTINX, VWINX, and EXDAX would be better diversification at this time! I am retired at 64! Thanks JFSHW47
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Target / Balanced Funds
… Growth 15% Vanguard Wellesley Income VWINX Allocation Conservative Large Value 15% Manning & Napier Pro Blend Conservative EXDAX Allocation Conservative Large Growth 10% Permanent Port PRPFX Allocation Conservative Large Blend 7% Vanguard Interm-Term …
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Seeking input on portfolio. Comment freely please
… gives me flexibility to shift to VWINX in retirement. As Yogi observed in one of his posts, VWINX might be just as good as EXDAX if one were looking to add bond through it and actually get a better yield with VWINX. I have seen rthiru suggestions on another …
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FFRHX a time to buy?
I'm looking at selling 1/2 my EXDAX holding which is 10% of my portfollio and using some of the money to buy FFRHX. Is now a good time or should I wait for a pull back. I'm 60 years old and preparing to retire in the next 2 years. Any help would be appriciated. Thanks