Penn Mutual Am Fund Quote
| PMEFX Fund | USD 10.51 0.05 0.48% |
PerformanceSolid
| Odds Of DistressLow
|
Penn Mutual is trading at 10.51 as of the 23rd of July 2025; that is 0.48 percent up since the beginning of the trading day. The fund's open price was 10.46. Penn Mutual has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 24th of April 2025 and ending today, the 23rd of July 2025. Click here to learn more.
In seeking to achieve its investment objective, the fund principally invests in a portfolio of corporate bonds, dividend-paying common stocks, preferred stocks, U.S. Treasury bills, bonds and notes, debt securities issued by U.S. government agencies, asset-backed securities, mortgage-backed securities and municipal bonds. More on Penn Mutual Am
Moving together with Penn Mutual Fund
Penn Mutual Fund Highlights
| Fund Concentration | Penn Mutual Asset Management Funds, Large Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, Penn Mutual Asset Management (View all Sectors) |
| Update Date | 30th of June 2025 |
Penn Mutual Am [PMEFX] is traded in USA and was established 23rd of July 2025. Penn Mutual is listed under Penn Mutual Asset Management category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Penn Mutual Asset Management family. Penn Mutual Am at this time has accumulated 44.69 M in assets with minimum initial investment of 3 K. with the current yeild of 0.06%.
Check Penn Mutual Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Penn Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Penn Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Penn Mutual Am Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Penn Mutual Am Risk Profiles
| Mean Deviation | 0.3598 | |||
| Standard Deviation | 0.4583 | |||
| Variance | 0.21 | |||
| Downside Variance | 0.2222 |
Penn Mutual Against Markets
Other Information on Investing in Penn Mutual Fund
Penn Mutual financial ratios help investors to determine whether Penn Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Penn with respect to the benefits of owning Penn Mutual security.
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