PMUBX Mutual Fund

PMUBX Mutual Fund

NAV$9.58

Fund Essentials

Net Assets
$112M
Expense Ratio
0.73%
Dividend Yield (Current)
4.32%
Holdings
95
Inception Date
Jul 2, 2018
Fund Family
Penn Mutual Asset Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD+5.23%
1 Year+5.89%
3 Year+7.72%
5 Year+4.26%

Asset Allocation

Bonds: 94.39%
Other: 5.61%

Top Holdings

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Dividend Summary

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Dividend Yield (Current)
4.32%
Frequency
Monthly
Latest Distribution
$0.22
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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PMUBX Mutual Fund Overview

PMUBX Mutual Fund (Penn Mutual AM Strategic Income Fund Class I) is managed by Penn Mutual Asset Management with $111.9M in net assets. PMUBX expense ratio is 0.73%, holding 95 positions across various sectors. Inception date: 2018-07-02.

PMUBX performance shows a YTD return of 5.23%. The 1-year return is 5.89% and the 5-year return is 4.26%. PMUBX dividend yield stands at 4.32%, paid monthly.

PMUBX top holdings include a diversified portfolio. View all PMUBX holdings, sector breakdown, or dividend history.

PMUBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PMUBX alternatives are available via the screener, along with tax-loss harvesting opportunities.