Penn Mutual AM 1847 Income Fund (PMEFX)
A multi-asset portfolio of income-producing securities that seeks current income and total return. Driven by a bottom-up, value-based investment process, the Fund employs a flexible asset allocation with a 40% common stock limit (at purchase) balanced with investment-grade corporates, high-yield bonds, convertible bonds and preferred stock.
Key advantages:
- Generation of sustainable income
- Flexible asset allocation
- Focus on total return AND risk/reward
- Low fees
In addition to the Schwab and Pershing trading platforms, PMEFX can also be purchased directly. Visit here on our website to view Fund documents including the fact sheet, prospectus and account application.
Penn Mutual AM Strategic Income Fund (PMUBX)
A flexible, multi-sector bond fund that seeks attractive risk-adjusted total returns through a combination of income and capital appreciation with a focus on diversification and risk management. The Fund opportunistically invests across the yield curve and all fixed-income sectors to create a diversified portfolio of high conviction ideas.
Key advantages:
- Diversification
- May offer less volatility than traditional core bond funds and equities
- Has exhibited low correlation to broader fixed-income and equity markets
- Risk mitigation with upside potential
In addition to the Schwab and Pershing trading platforms, PMUBX can also be purchased directly. Visit here on our website to view Fund documents including the fact sheet, prospectus and account application.
For more information about the Funds, contact Chris Fanelli, managing director, business development, at fanelli.chris@pennmutualam.com or (609) 306-7034.
Follow the latest news and insights from the PMAM investment team on our Blog, as well as on LinkedIn and Twitter. Learn more about our Edge by visiting here on our website.
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All investors should consider the investment objectives, risks, charges and expenses carefully before investing. For the full prospectus, which contains this and other information about the Funds, please call 877-PMA-MLLC (877-762-6552) or visit www.pennmutualam.com. Investors should read the prospectus carefully before investing.
The Funds are distributed by SEI Investments Distribution Co. (SIDCO, 1 Freedom Valley Drive, Oaks, PA 19456), which is not affiliated with Penn Mutual Asset Management, LLC, or any of its affiliates.
Important Risks: An investment in the Funds involves risk, including possible loss of principal value. The Funds’ other investment risks include, but are not limited to, interest rate, inflation, credit and default risk associated with fixed income securities. In addition, high yield bonds have a higher risk of default or other adverse credit events. Other risks include, but are not limited to, equity risk, preferred stock risk, allocation risk, conflicts of interest risk, counterparty credit risk, foreign investments risk, high portfolio turnover risk, liquidity risk and volatility risk. See “Principal Risks” in the prospectus for a detailed discussion of these and other risks applicable to the Funds. There is no guarantee the Funds will achieve their stated objective.