• FirefoxInstall the new Firefox »
  •  Dow Down 1.11% Nasdaq Down 0.94%

    Plumb Balanced (PLBBX)

    22.75 Down 0.11(0.48%) Mar 31
    Prev Close:22.86
    YTD Return*:1.83%
    Net Assets*:35.37M
    Yield*:1.02%

    * As of 28-Feb-15

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

    Headlines

    • No Headlines available for PLBBX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    STZ2.9818.14
    V2.276.32
    ISRG2.14-4.86
    NXPI2.1030.31
    DFS2.08-7.62

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:35.37M
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):1.25%

    Performance & Risk

    YTD Return:1.83%
    5y Avg Return:9.63%
    Rank in Category (ytd):86
    % Rank in Category (ytd):9%
    Beta (3y):1.12
    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
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback