Dow Down 0.61% Nasdaq Down 1.03%

Plumb Balanced (PLBBX)

21.71 Down 0.21(0.96%) Oct 1
Prev Close:21.71
YTD Return*:7.88%
Net Assets*:34.71M
Yield*:1.32%

* As of 31-Aug-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for PLBBX at this time.

Top Holdings

Symbol% AssetsYTD Return %
STZ2.8024.75
ALPS Alerian MLP ETF2.7517.31
ENB.TO2.132.69
QCOM2.0621.25
SLB2.0516.53

Fund Basics

Morningstar Overall Rating:
Total Assets:34.71M
Category:Moderate Allocation
Annual Report Expense Ratio (net):1.25%

Performance & Risk

YTD Return:7.88%
5y Avg Return:9.94%
Rank in Category (ytd):16
% Rank in Category (ytd):1.82%
Beta (3y):1.22
Morningstar Risk Rating:4

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. More than 50% of its assets are normally invested in common stocks. The fund invests in many types of stocks, including a blend of large company stocks, small company stocks, growth stocks, and value stocks. It also normally invests at least 25% of the fund's assets in fixed income senior securities. View More
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