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Asset Allocation/LifeStyle Funds

Fund Name Adviser Investment Objective
Aggressive Allocation Fund Penn Mutual Asset Management, LLC Seeks to achieve long-term capital growth consistent with its asset allocation strategy
Moderately Aggressive Allocation Funds Penn Mutual Asset Management, LLC Seeks to achieve long-term capital growth and current income consistent with its asset allocation strategy
Moderate Allocation Fund Penn Mutual Asset Management, LLC Seeks to achieve long-term capital growth and current income consistent with its asset allocation strategy
Moderately Conservative Allocation Fund Penn Mutual Asset Management, LLC Seeks to achieve long-term capital growth and current income consistent with its asset allocation strategy
Conservative Allocation Fund Penn Mutual Asset Management, LLC Seeks to achieve long-term capital growth and current income consistent with its asset allocation strategy

Penn Mutual Investment Options Brochure (PM5732) (7.1 mb)
Details the investment options available within the Penn Mutual variable products.

Penn Mutual LifeStyle Funds Asset Allocation Funds at A Glance (T2536) (169.7 kb)
This flyer lists the underlying sub-account allocations to the LifeStyle Funds, which automatically re-balance on a quarterly basis.

Penn Mutual’s variable investment options are not available for direct investment, are available only through the Penn Mutual line of variable insurance products, and are subject to market risk and may lose value. This is not a guarantee of future performance or success.

Investments in the small capitalization sector of the financial markets may be subject to increased volatility or risk due to the size, experience, and information available on any such companies. International investing involves certain risks, including political and economic uncertainties, in addition to currency price fluctuations not inherent in domestic investing. REITs involve risks such as refinancing, economic impact on industry, changes in property values, dependency on management skills, and risks similar to small company investing. Investing in higher yielding, lower-rated corporate bonds have a greater risk of price fluctuations and loss of principal and income than U.S. Government Securities. Investment in a money market is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency, and although the fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in these funds.

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