Disciplined Value Series

Disciplined Value Series is a registered fund series of Manning & Napier Fund, Inc. (series S000023800). Net assets $146.2M as of 2026-04-30.

Profile

Advisers

Top holdings (117 reported)

Showing 15 of 117 holdings by value.

HoldingTickerValue% of fund
MERCK & COMPANY INC$5.2M358.05%
UNITEDHEALTH GROUP INC$5.0M343.80%
CITIGROUP INC$4.9M335.04%
QUALCOMM INC$4.7M319.28%
EXXON MOBIL CORP$4.5M305.96%
GILEAD SCIENCES INC$3.8M257.95%
CONOCOPHILLIPS$3.7M253.97%
WELLS FARGO & COMPANY$3.7M250.85%
BRISTOL-MYERS SQUIBB COMPANY$3.2M218.01%
PROGRESSIVE CORP (THE)$2.9M199.79%
ACCENTURE PLC$2.8M191.21%
FEDEX CORP$2.8M188.77%
CHUBB LTD (SWITZERLAND)$2.6M175.53%
JP MORGAN CHASE & COMPANY$2.5M171.18%
US BANCORP$2.5M170.20%

Net asset history

Report dateNet assets
2026-04-30$146.2M
2026-01-30$151.9M
2025-10-31$145.7M
2025-07-31$144.4M
2025-04-30$141.0M
2025-01-31$175.8M
2024-10-31$190.2M
2024-07-31$205.2M

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