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Dec 7: 15.98  Down 0.01 (0.06%)  

Plumb Balanced (PLBBX)

PLUMB BALANCED FUND

Net Asset Value:15.98
Trade Time:Dec 7
Change:Down 0.01 (0.06%)
Prev Close:15.98
YTD Return*:15.85%
Net Assets*:42.12M
Yield*:2.43%

* As of 31-Oct-09

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Plumb Balanced (PLBBX)

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Fund Basics

Morningstar Overall Rating:N/A
Total Assets:42.12M
Category:Moderate Allocation
Total Expense Ratio:1.10%
Fund Profile | Holdings

Performance & Risk

YTD Return:15.85%
5y Avg Return:N/A
Rank in Category (ytd):835
% Rank in Category (ytd):68.95%
Beta (3y):
Morningstar Risk Rating:
Performance Details | Risk Details

Fund Summary

The investment seeks a high total return through capital appreciation while attempting to preserve principal, and secondarily seeks current income. The fund invests in a diversified portfolio of common stocks and fixed income securities. It normally invests at least 50% of total asset in common stocks. The fund also normally invests at least 25% of total assets in fixed income senior securities. It generally invests in investment grade fixed income securities, although it may invest up to 5% of total assets in securities rated below investment grade. View More
Fund Profile

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