Penn Mutual Am 1847 Income Fund (PMEFX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PMEFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PMEFX
PMEFX charges 0.65% annually. There are 268 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | PMEFX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | PMEFX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | PMEFX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | PMEFX vs VTMFX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | PMEFX vs BWBIX |
Best Risk-Adjusted Alternatives to PMEFX
PMEFX has a PortfoliosLab risk / return rank of 1. There are 539 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | PMEFX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | PMEFX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | PMEFX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | PMEFX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | PMEFX vs AOBLX |
Top Performing PMEFX Alternatives (YTD)
PMEFX is at 0.00% YTD. There are 534 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.84%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 31.84% | — | Jan 1998 | PMEFX vs EKBAX | |
| MH Elite Small Cap Fund of Funds Fund | 21.10% | — | Aug 1998 | PMEFX vs MHELX | |
| Greenspring Fund | 20.24% | — | Jun 1983 | PMEFX vs GRSPX | |
| ICON Equity Income Fund | 18.31% | — | May 2004 | PMEFX vs IOEZX | |
| Bruce Fund | 15.92% | — | Mar 1968 | PMEFX vs BRUFX |
Lowest Volatility Alternatives to PMEFX
PMEFX has 7.66% 1-year volatility. There are 199 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.84% | — | Nov 2003 | PMEFX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.83% | — | Nov 2003 | PMEFX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.84% | — | Apr 2012 | PMEFX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | PMEFX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | PMEFX vs CSTAX |
Lowest Drawdown Alternatives to PMEFX
PMEFX has a 1-year max drawdown of -7.19%. There are 369 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | PMEFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | PMEFX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | PMEFX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | PMEFX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | PMEFX vs CSTAX |
Often Compared With PMEFX
Investors most often compare PMEFX with MO, BERIX, CONWX. These 17 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare PMEFX with Any Fund or Stock
Compare PMEFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PMEFX with funds that move differently
Penn Mutual Am 1847 Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PMEFX.
Explore PMEFX Diversifiers