Portfolio Manager George Cipolloni joined Oliver Renick on TD Ameritrade Network’s “Morning Trade Live” to share his insight on the firm's new balanced income strategy. In the most challenging income environment we've ever faced, George offered his perspective on the importance of having a flexible asset allocation in generating sustainable income over the long-term.
To view George’s full TD Ameritrade Network appearance, click here.
Diversification does not ensure a profit or guarantee against a loss.
Investing involves risk, including possible loss of principal. Bonds and bond funds are subject to interest rate risk and will decline in value as interest rates rise. Preferred stocks generally are subordinated to bonds and other debt instruments in a company’s capital structure in terms of priority to corporate income and liquidation payments and, therefore, will be subject to greater credit risk than the company’s bonds and other debt instruments.
Discussion is a manager’s opinion. It should not be regarded as investment advice or recommendation of specific securities.
All investors should consider the investment objectives, risks, charges and expenses carefully before investing. For the full prospectus, which contains this and other information about the Fund, please call 877-PMA-MLLC (877-762-6552) or visit www.pennmutualam.com. Investors should read the prospectus carefully before investing.
The Fund is distributed by SEI Investments Distribution Co. (SIDCO) at 1 Freedom Valley Drive, Oaks, PA 19456, which is not affiliated with the entities listed above, other than SEI Investments Global Fund Services (SEI GFS). SIDCO and SEI GFS are wholly owned subsidiaries of SEI Investments Company.
