PMAM Mutual Funds Celebrate Notable Anniversaries

PMEFX Turns Three & PMUBX Turns Five

August 10, 2023

PMAM Mutual Funds Celebrate Notable Anniversaries Photo

July was an exciting month for PMAM as we celebrated some notable anniversaries for our institutional mutual funds! Wishing a happy 3-year anniversary to the Penn Mutual AM 1847 Income Fund (PMEFX) and 5-year anniversary to Penn Mutual AM Strategic Income Fund (PMUBX). Congratulations to the portfolio management team — George Cipolloni, Scott Ellis, Mark Heppenstall, Zhiwei Ren and Greg Zappin — on these milestone achievements.

Interested in investing? Check out more information below to see if these Funds are the right fit for you.

Be sure to follow along with us over the next few weeks as we continue to celebrate these milestone achievements! Stay tuned for insights from our portfolio managers, Fund positioning to navigate the current environment and more.

Let’s talk! Contact Chris Fanelli, managing director, business development, at or (609) 306-7034.


Important Information

The information contained herein has been prepared solely for informational purposes. It is subject to change without notice and it is not intended as an offer or solicitation of the Funds nor any other products or services offered by PMAM. Please note this information has been prepared as a general summary without consideration of any specific investors, thus please do not use this material solely to make any investment decisions. All investors should always refer to the prospectus to learn more about the Funds before investing.

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 visit Investors should read the prospectus carefully before investing.

The Funds are distributed by SEI Investments Distribution Co. (SIDCO) at 1 Freedom Valley Drive, Oaks, PA 19456, which is not affiliated with Penn Mutual Asset Management.

Investing involves risk, including possible loss of principal. 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. There is no guarantee the Funds will achieve their stated objective.

Tags: Mutual funds | Investment strategy | Portfolio

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