Manning & Napier Advisors, Inc

Manning & Napier Advisors, Inc

Manning & Napier Advisors
Last update 2017-11-07 320 Stocks (23 new)
Value $11.67 Bil Turnover 7 %
Top Holdings:
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Manning & Napier Advisors, Inc Profile

As of Jan. 2009, Manning & Napier Advisors, Inc is the only manager that has beaten S&P500 for consecutive 10 years.

Manning & Napier Advisors, Inc Investing Philosophy

Investment Philosophy: 1. Absolute Return Orientation 2. Management by Objectives 3. Risk Management
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Performance of Equity Series (EXEYX)

Year Return % S&P500 % Excess Gain %
2019 33.53 30.58 2.9
2018 -3.52 -4.57 1.1
2017 28.78 21.7 7.1
3-Year Cumulative (2017-2019) 65.91 (18.38/Year) 51.65 (14.89/Year) 14.26 (3.49/Year)
2016 7.69 12 -4.3
2015 -4.54 1.24 -5.8
5-Year Cumulative (2015-2019) 70.55 (11.27/Year) 71.96 (11.45/Year) -1.39 (-0.16/Year)
2014 8.41 13.46 -5.1
2013 32.77 32.31 0.5
2012 13.42 15.99 -2.6
2011 -6.05 1.9 -8
2010 13.86 15.05 -1.2
10-Year Cumulative (2010-2019) 197.84 (11.53/Year) 251.03 (13.38/Year) -53.19 (-1.85/Year)
2009 39.58 26.35 13.2
2008 -36.32 -36.79 0.5
2007 3.73 5.15 -1.4
2006 20.65 15.84 4.8
2005 10.44 4.83 5.6
15-Year Cumulative (2005-2019) 265.91 (9.03/Year) 257.98 (8.87/Year) 7.93 (0.16/Year)
2004 15.87 10.7 5.2
2003 27.4 28.18 -0.8
2002 -19.55 -21.58 2
2001 4.23 -11.76 16
2000 19.01 -9.75 28.8
20-Year Cumulative (2000-2019) 439.03 (8.79/Year) 217.22 (5.94/Year) 221.81 (2.85/Year)
1999 40.52 20.38 20.1

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