Menu for the “Individuals & Families” section.
Sub-Adviser - T. Rowe Price Associates:
Since 1937, the T. Rowe Price Associates investment approach strives to achieve superior performance, but is always mindful of the risks incurred relative to the potential rewards. T. Rowe Price's consistent investment philosophy helps mitigate unfavorable changes and take advantage of favorable ones, all while providing its clients with world-class investment guidance and attentive service.
Seeks to maximize total return (capital appreciation and income).
Invests in common stocks of well-established U.S. companies with above-average potential for capital growth as well as convertible securities, preferred stocks, corporate and governmental debt securities.
Large Cap - Companies with a market capitalization value of more than $10 billion.
A blend style seeks to invest in both value securities, as well as growth securities.
|Fund Manager(s)||David Giroux, CFA|
|Total Fund Expenses||0.93% (as of 5/1/2017)|
|Asset Allocation||Equities 62.2%
Fixed Income 22.2%
|Top Holdings||Marsh & McLennan
Bank of New York Mellon
Becton, Dickinson & Company
|Major Sectors||Reserves & Others 34.7%
Health Care 16.9%
Information Technology 13.4%
Consumer Discretionary 9.6%
Consumer Staples 6.0%
Industrials & Business Services 5.0%
Real Estate 2.1%
Find an Adviser near you to inquire further about investing with Penn Mutual.
Investors should consider the investment objectives, risks, charges, and expenses of a variable insurance product carefully before investing. Please carefully read the prospectuses for the relevant variable insurance product and its underlying investment options, which contain this and other information about the product.