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Morningstar

Penn Mutual

Penn Mutual Parent Rating

Average
Morningstar Manager Research

Penn Mutual is an industry-standard asset manager, resulting in an Average Parent Pillar rating.

Longevity at the firm has been impressive. Its three-year risk-adjusted success ratio is 100%, meaning that 100% of the products have both survived and beaten their respective category median on a risk-adjusted basis. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. Penn Mutual has accumulated an excellent risk-adjusted track record across its open-end and exchange-traded funds, with an average overall Morningstar Rating of 4.0 stars. Penn Mutual's longest-tenured managers do not possess comparable experience as teams at other firms, a cause for concern. Specifically, average tenure within the firm is five years. As such, there is less confidence in the group's ability to manage capital through a full market cycle effectively.

Penn Mutual Investments

Mutual Funds

See All Penn Mutual Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

167.93 Mil

Investment Flows (TTM)

2.30 Mil

Asset Growth Rate (TTM)

1.48%

# of Share Classes

2
Morningstar Rating # of Share Classes
0
2
0
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Penn Mutual AM Strategic Income Fund I20
Penn Mutual Am 1847 Income I—
View All 5-Star Standouts

Morningstar Mentions

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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