Manning & Napier Target 2025 Series Class I (MTOAX) Research
The fund aims for significant long-term capital appreciation and controlled risk, consistent with its current investment mix. It achieves this by allocating assets across various underlying funds, following a specific target asset allocation strategy. These underlying funds, in turn, implement their own asset allocation approaches, investing in a combination of stocks, bonds, and cash. The fund also has the flexibility to invest directly in equity and fixed income securities, as well as cash equivalents like money market instruments.
Market snapshot
- Symbol
- MTOAX
- Price
- $10.61
- Day change
- +0.38%
- Market cap
- $74.1M
- 52-week range
- 10.57-14.65
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Aberdeen International Sustainable Leaders Fund Class A (BJBIX)
- BMO Moderate Allocation Fund - Y (BMBYX)
- FormulaFolios US Equity Fund Investor Class (FFIOX)
- EA Series Trust - Matrix Advisors Value ETF (MAVFX)
- Manning & Napier Target 2020 Series Class I (MTNIX)
- Manning & Napier Target 2035 Series Class I (MTQIX)
- Manning & Napier Target 2040 Series Class I (MTTIX)
- Manning & Napier Target 2050 Series Class I (MTYIX)
Open Manning & Napier Target 2025 Series Class I (MTOAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.