Penn Mutual Asset Management

Statistics as of Apr 02, 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 RatioTTM Yield3yr SharpeYTD Return3yr Return1yr Return ▼Total Assets6M Money Flow
Moderately Conservative Allocation
Expense Ratio
0.65%
TTM Yield
6.3%
3yr Sharpe
0.05
YTD Return
-0.1%
3yr Return
15.2%
1yr Return
9.7%
Total Assets
$74M
6M Money Flow
$166K
Nontraditional Bond
Expense Ratio
0.73%
TTM Yield
4.9%
3yr Sharpe
0.35
YTD Return
1.7%
3yr Return
17.3%
1yr Return
6.8%
Total Assets
$167M
6M Money Flow
$364K