PRO-BLEND(R) CONSERVATIVE Competition

Mutual Funds . USA . 
Fund . Pro Blend Servative Term
EXDAX Fund  USD 13.13  -0.13  -0.98%   
The fund is listed under the Allocation--15% to 30% Equity category and is part of the Manning & Napier family. Pro Blend Servative Term shares competitive overlap with Eaton Vance, Steward Large, WILSHIRE 5000, MFS Intermediate, and Ridgeworth International and similar firms. Price-to-sales ratios across PRO-BLEND(R) CONSERVATIVE's competitors show which names the market values most per dollar of revenue.

PRO-BLEND(R) CONSERVATIVE vs PEAR TREE Correlation Overview

Very poor diversification
For the present investment horizon, the measured correlation between PRO-BLEND(R) CONSERVATIVE and PEAR TREE stands at 0.88, or Very poor diversification. In portfolio terms, the overlap shows how much shared movement remains after combining both positions.

Moving together with PRO-BLEND(R) Mutual Fund

  0.82MNBAX Pro Blend ExtendedPairCorr
  1.0MNCRX PRO-BLEND(R) CONSERVATIVEPairCorr
Specify up to 10 symbols:
Experienced market participants anticipate that PRO-BLEND(R) CONSERVATIVE's price will even out over time. Periods when PRO-BLEND(R) CONSERVATIVE's deviates significantly from its historical mean may warrant further fundamental analysis.
Hype
Prediction
LowEstimatedHigh
12.8513.1313.41
Details
Intrinsic
Valuation
LowRealHigh
12.9113.1913.47
Details
Naive
Forecast
LowNextHigh
12.8013.0813.36
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
13.1413.4313.72
Details
Analyzing PRO-BLEND(R) CONSERVATIVE in isolation is insufficient for informed investment decisions. This peer-relative view often uncovers mispricing that single-company analysis would miss.

PRO-BLEND(R) CONSERVATIVE Competition Correlation Matrix

Studying peer correlation around Pro Blend Servative Term gives investors a cleaner read on how much independent price behavior still exists across the competitive set. Used correctly, correlation analysis helps separate broad industry exposure from company-specific behavior before additional capital is allocated across the peer group.

Risk-Adjusted Indicators

There is a big difference between PRO-BLEND(R) Mutual Fund performing well and PRO-BLEND(R) CONSERVATIVE Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze PRO-BLEND(R) CONSERVATIVE's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

PRO-BLEND(R) CONSERVATIVE Competitive Analysis

    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
EXDAX EFT SEEKX WFIVX MIN STITX SWYOX BGT PRJPX SMAYX
 0.98 
13.13
PRO-BLEND(R)
 0.93 
10.81
Eaton
 1.52 
36.85
Steward
 1.59 
33.35
WILSHIRE
 0.41 
2.45
MFS
 0.58 
6.82
Ridgeworth
 0.21 
14.55
Schwab
 0.19 
10.76
BlackRock
 3.23 
13.20
PRJPX
 2.63 
33.66
Small
Market Volatility
(90 Days Market Risk)
Very Low
Very Low
Very Low
Very Low
Stable
Low
Very Low
Very Low
Very Low
Very Low
Market Performance
(90 Days Performance)
Weak
Weak
Weak
Weak
Weak
Weak
Weak
Weak
Weak
Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Low
Fair
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Over Valued
Fairly Valued
Fairly Valued
Over Valued
Fairly Valued
Fairly Valued
Under Valued
Over Valued
Buy or Sell Analysis
(Average Analysts Consensus)
Not Available
Hold
Not Available
Not Available
Strong Sell
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Hold
Hold
Strong Hold
Strong Hold
Cautious Hold
Strong Hold
Strong Buy
Cautious Hold
Hold
Hold
Current Ratio
N/A
0.07
N/A
N/A
2.25
N/A
N/A
0.06
N/A
N/A
Net Asset
285.93 M
557.05 M
300.9 M
293.72 M
312.84 M
259.06 M
82.36 M
N/A
361.52 M
422.33 M
Profit Margin
N/A
0.28
N/A
N/A
1.48
N/A
N/A
-81.36
N/A
N/A
EBITDA
N/A
19.63 M
N/A
N/A
18.24 M
N/A
N/A
N/A
N/A
N/A
Price To Book
3.23
0.86
2.18
2.58
0.9
5.22
N/A
0.84
1.47
N/A
Operating Margin
N/A
0.89
N/A
N/A
0.81
N/A
N/A
82.19
N/A
N/A
Current Valuation
N/A
459.79 M
N/A
N/A
300.64 M
N/A
N/A
370.63 M
N/A
N/A
Five Year Return
2.34
6.39
11.81
10.81
9.37
-1.01
N/A
6.05
-0.87
1.28
Retained Earnings
N/A
-94.84 M
N/A
N/A
-17.44 M
N/A
N/A
N/A
N/A
N/A
One Year Return
5.43
N/A
18.42
19.41
N/A
-3.18
N/A
4.83
26.02
11.95
Beta
N/A
0.46
N/A
N/A
0.29
N/A
N/A
0.62
N/A
N/A
Cash Position Weight
4.42
N/A
1.04
1.7
N/A
2.88
1.34
N/A
1.42
2.13
Equity Positions Weight
16.4
N/A
98.96
98.3
N/A
97.12
94.23
N/A
97.7
97.87
Shares Outstanding
N/A
26.58 M
N/A
N/A
113.8 M
N/A
N/A
22.36 M
N/A
N/A
Three Year Return
5.62
N/A
19.88
19.24
N/A
1.91
N/A
8.19
12.39
10.96
Cash Flow From Operations
N/A
14.63 M
N/A
N/A
N/A
N/A
N/A
20.97 M
N/A
N/A
Annual Yield
0.0309
0.081
0.0028
0.0064
0.0947
0.0031
0.0174
0.0042
0.0221
0.0025
Total Debt
N/A
119 M
N/A
N/A
1.78 M
N/A
N/A
127 M
N/A
N/A
Return On Equity
N/A
0.0374
N/A
N/A
0.0579
N/A
N/A
-5.63
N/A
N/A
Bond Positions Weight
5.33
N/A
N/A
N/A
N/A
N/A
4.39
N/A
N/A
N/A
Return On Asset
N/A
0.0457
N/A
N/A
0.0198
N/A
N/A
2.33
N/A
N/A
Number Of Shares Shorted
N/A
59.02 K
N/A
N/A
290.03 K
N/A
N/A
21.5 K
N/A
N/A
Book Value Per Share
N/A
12.56
N/A
N/A
2.73
N/A
N/A
13.4
N/A
N/A
Minimum Initial Investment
N/A
N/A
1 K
1 K
N/A
100 K
N/A
N/A
2.5 K
N/A
Total Asset
152.12 M
557.05 M
16.14 M
231.72 M
312.84 M
134.52 M
24.25 M
N/A
182.35 M
340.85 M
Last Dividend Paid
0.04
1.11
0.04
N/A
0.23
N/A
N/A
0.94
0.03
N/A
Debt To Equity
N/A
0.59
N/A
N/A
N/A
N/A
N/A
0.47
N/A
N/A
Short Ratio
N/A
0.73
N/A
N/A
1.62
N/A
N/A
0.23
N/A
N/A
Target Price
N/A
N/A
N/A
N/A
2.4
N/A
N/A
N/A
N/A
N/A
Shares Owned By Institutions
N/A
36.1
N/A
N/A
52.28
N/A
N/A
33.96
N/A
N/A
Market Capitalization
N/A
287.31 M
N/A
N/A
279.94 M
N/A
N/A
260.59 M
N/A
N/A
Price To Earning
21.98
51.76
18.54
19.58
11.8
22.82
N/A
93.42
16.31
N/A
Price To Sales
2.43
6.4
1.34
1.74
22.75
3.34
N/A
12.6
0.87
N/A
Net Income
N/A
19.63 M
N/A
N/A
18.24 M
N/A
N/A
-16.18 M
N/A
N/A
Earnings Per Share
N/A
0.48
N/A
N/A
0.16
N/A
N/A
0.12
N/A
N/A
Year To Date Return
0.45
N/A
0.31
0.0858
N/A
0.66
N/A
0.25
0.74
0.12
Revenue
N/A
33.18 M
N/A
N/A
10.56 M
N/A
N/A
19.89 M
N/A
N/A
Ten Year Return
5.22
N/A
11.4
12.15
N/A
8.61
N/A
N/A
10.32
9.57
Cash And Equivalents
N/A
4.34 M
N/A
N/A
1.89 K
N/A
N/A
881.28 K
N/A
N/A
Cash Per Share
N/A
0.15
N/A
N/A
N/A
N/A
N/A
0.04
N/A
N/A
Gross Profit
N/A
44.87 M
N/A
N/A
12.3 M
N/A
N/A
19.49 M
N/A
N/A
Day Typical Price
13.13
10.78
36.85
33.35
2.45
6.82
14.55
10.75
13.2
33.66
Accumulation Distribution
N/A
0.0111
N/A
N/A
0.0121
N/A
N/A
0.0139
N/A
N/A
Market Facilitation Index
N/A
0.12
N/A
N/A
0.03
N/A
N/A
0.15
N/A
N/A
Daily Balance Of Power
N/A
0.8333
N/A
N/A
0.3333
N/A
N/A
0.1333
N/A
N/A
Period Momentum Indicator
-0.13
0.1
-0.57
-0.54
0.01
-0.04
-0.03
0.02
-0.44
-0.91
Rate Of Daily Change
0.99
1.01
0.98
0.98
1.0
0.99
1.0
1.0
0.97
0.97
Day Median Price
13.13
10.76
36.85
33.35
2.46
6.82
14.55
10.75
13.2
33.66
Price Action Indicator
-0.07
0.1
-0.29
-0.27
N/A
-0.02
-0.01
0.025
-0.22
-0.46
Relative Strength Index
32.06
44.96
35.48
35.69
35.55
31.99
41.59
42.99
35.9
39.52
Coefficient Of Variation
-990.60
-1,568
-4,861
-1,212
-985.73
-584.64
43119.24
-9,833
-2,564
1734.87
Mean Deviation
0.2104
0.3745
0.6405
0.5997
0.4788
0.7184
0.5785
0.3398
0.9314
1.07
Jensen Alpha
-0.01
-0.03
0.052
0.0091
-0.07
-0.08
0.0712
-0.0035
0.039
0.1988
Total Risk Alpha
-0.004
0.0207
0.0831
0.0211
0.0034
-0.05
0.0838
0.0409
0.0977
0.2928
Sortino Ratio
N/A
N/A
N/A
N/A
N/A
N/A
0.1041
N/A
N/A
0.1339
Downside Variance
N/A
N/A
N/A
N/A
N/A
N/A
0.7483
N/A
N/A
1.91
Standard Deviation
0.2792
0.5222
0.9126
0.7767
0.6337
0.9
0.7514
0.4532
1.29
1.68
Kurtosis
1.29
1.5
5.3
0.3108
0.3353
-0.18
0.4287
1.68
1.96
13.39
Potential Upside
0.3715
0.9337
1.01
0.8947
1.18
1.08
0.8796
0.5489
1.68
1.7
Treynor Ratio
-0.16
-0.24
-0.04
-0.09
-3.42
-0.20
-0.01
-0.13
-0.06
0.0763
Maximum Drawdown
1.2
3.06
6.15
3.73
2.8
3.75
3.92
2.84
7.93
12.17
Variance
0.078
0.2727
0.8328
0.6033
0.4015
0.81
0.5645
0.2054
1.66
2.82
Market Risk Adjusted Performance
-0.15
-0.23
-0.03
-0.08
-3.41
-0.19
-0.0002
-0.12
-0.05
0.0863
Risk Adjusted Performance
-0.1
-0.06
-0.02
-0.07
-0.08
-0.14
0.0012
-0.02
-0.03
0.0515
Skewness
-0.72
0.5662
1.08
-0.25
0.5381
-0.66
-0.26
-0.33
-0.72
2.44
Semi Deviation
N/A
N/A
N/A
N/A
N/A
N/A
0.7935
N/A
N/A
1.32
Information Ratio
0.2154
0.1054
0.0762
0.0312
0.038
-0.07
0.1199
0.1848
0.0295
0.1102
Value At Risk
-0.52
-0.82
-1.49
-1.59
-1.16
-1.85
-1.35
-0.84
-2.21
-2.35
Expected Short fall
N/A
N/A
N/A
N/A
N/A
N/A
-0.58
N/A
N/A
-1.11
Downside Deviation
N/A
N/A
N/A
N/A
N/A
N/A
0.8651
N/A
N/A
1.38
Semi Variance
N/A
N/A
N/A
N/A
N/A
N/A
0.6296
N/A
N/A
1.75

PRO-BLEND(R) CONSERVATIVE Competition Peer Performance Charts

How to Analyze PRO-BLEND(R) CONSERVATIVE Against Peers

PRO-BLEND(R) CONSERVATIVE's peer analysis compares PRO-BLEND(R) CONSERVATIVE with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:
  • Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
  • Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
  • Check valuation dispersion: Review whether PRO-BLEND(R) CONSERVATIVE trades at a premium or discount versus peers and why.
  • Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
  • Document the thesis: Record where PRO-BLEND(R) CONSERVATIVE leads or lags and what catalysts could close or widen the gap.
Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

Peer Comparison Metrics & Methodology

PRO-BLEND(R) CONSERVATIVE's return on invested capital tops the peer average, meaning each dollar of capital is working harder here. Margin trends that move in opposite directions across peers often foreshadow shifts in competitive positioning. Relative comparison helps show where PRO-BLEND(R) CONSERVATIVE is stronger or weaker against peers.

Unless otherwise specified, data for Pro Blend Servative Term is compiled from fund disclosures and market reference feeds and standardized for comparability. Updates may occur throughout the day.

This content is curated and reviewed by:

Ellen Johnson - Member of Macroaxis Editorial Board
Last reviewed on March 22nd, 2026
Macroaxis provides analytical tools and reference data for investors of all levels to evaluate holdings and assess risk across market volatility, economic shifts, and company-specific events. View terms and conditions
 
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