PMUBX

About PMUBX

Penn Mutual AM Strategic Income Fund I Shares is an actively managed mutual fund focused on generating attractive risk‑adjusted total return through a blend of income and capital appreciation. The strategy invests across a diversified spectrum of fixed income instruments with varying maturities, seeking reduced correlation to traditional bond and equity markets while maintaining flexibility to adjust duration and sector exposure as conditions evolve. Classified in the nontraditional bond category, the fund may employ a wide toolkit—including securitized credit, corporate bonds, government and agency securities, and municipals—to pursue its mandate and manage interest‑rate and credit risk dynamically. The fund targets institutional investors with a stated minimum initial investment and is supported by established third‑party service providers for administration, custody, and transfer agency functions. Its role in portfolios is to provide a diversified income source and potential total return with broader risk management levers than conventional core bond strategies, offering an alternative sleeve within fixed income allocations for investors seeking flexibility across credit and duration cycles.