Penn Mutual Asset Management

Statistics as of May 01, 2025

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Found total of 2 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense Ratio ▲TTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Moderately Conservative Allocation
Expense Ratio
0.65%
TTM Yield
6.5%
3yr Sharpe
0.08
YTD Return
-2.5%
3yr Return
16.0%
1yr Return
8.9%
Total Assets
$72M
6M Money Flow
$199K
Nontraditional Bond
Expense Ratio
0.73%
TTM Yield
4.7%
3yr Sharpe
0.51
YTD Return
1.7%
3yr Return
18.6%
1yr Return
6.7%
Total Assets
$167M
6M Money Flow
$394K