PMEFX Mutual Fund

PMEFX Mutual Fund (Penn Mutual AM 1847 Income Fund Class I) is managed by Penn Mutual Asset Management. PMEFX expense ratio is 0.65%, holding 89 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2020-07-31.

PMEFX performance shows data across multiple time periods. The 1-year return is -4.27% and the 5-year return is 2.80%. PMEFX dividend yield stands at 5.43%, paid annually.

PMEFX top holdings include Us Treasury N/B 3.625 02/15/2053 (6.8%), Pitney Bowes Inc., Pfd. (4.8%), BROWN BROTHERS HARRIMAN SWEEP INTEREST (4.2%), Cerence Inc. Term Loan B (2.7%), Spectrum Brands Inc Regd 144A P/P 3.87500000 (2.0%). Go to all PMEFX holdings, PMEFX sectors, or PMEFX dividends.

PMEFX can be compared against other funds. Use PMEFX overlap to find shared positions, or PMEFX vs another fund for a side-by-side view. PMEFX alternatives are available via the screener, along with tax-loss harvesting opportunities.