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    Plumb Balanced (PLBBX)

    22.00 Up 0.30(1.38%) Dec 17
    Prev Close:22.00
    YTD Return*:10.65%
    Net Assets*:35.29M
    Yield*:1.29%

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for PLBBX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    STZ2.8134.30
    KSU2.13-3.18
    DFS2.0818.55
    JNJ2.0321.49
    SLB2.03-3.65

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:35.29M
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):1.25%

    Performance & Risk

    YTD Return:10.65%
    5y Avg Return:9.49%
    Rank in Category (ytd):5
    % Rank in Category (ytd):0.57%
    Beta (3y):1.10
    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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