Penn Mutual Am 1847 Income Fund (PMEFX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PMEFX
PMEFX charges 0.65% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among PMEFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | PMEFX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | PMEFX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | PMEFX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | PMEFX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | PMEFX vs MAANX |
Best Risk-Adjusted Alternatives to PMEFX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | PMEFX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | PMEFX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | PMEFX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | PMEFX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | PMEFX vs PMAIX |
Top Performing PMEFX Alternatives (YTD)
PMEFX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | PMEFX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | PMEFX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | PMEFX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | PMEFX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | PMEFX vs CONWX |
Lowest Volatility Alternatives to PMEFX
PMEFX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | PMEFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | PMEFX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | PMEFX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | PMEFX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | PMEFX vs SICIX |
Lowest Drawdown Alternatives to PMEFX
PMEFX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | PMEFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | PMEFX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | PMEFX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | PMEFX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | PMEFX vs SICIX |
Often Compared With PMEFX
What investors most often compare with PMEFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Altria Group, Inc. | 67 | 16.36% | — | PMEFX vs MO |
Compare PMEFX with Any Fund or Stock
Compare PMEFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.