Penn Mutual

Even with an average pillar rating, Penn Mutual has had impressive longevity among its product shelf. The firm's risk-adjusted success ratio is 100%, meaning that 100% of its strategies 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. It's encouraging to see Penn Mutual showcase strong risk-adjusted performance across its open-end and exchange-traded funds, with an average overall Morningstar Rating of 4.5 stars. With an average asset-weighted tenure of six years among the longest-tenured managers at Penn Mutual, the firm is on par with peers. Seasoned teams tend to have more experience to draw upon should they need to weather turbulent market conditions.