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    Plumb Balanced (PLBBX)

    22.86 Up 0.11(0.48%) Jun 30
    Prev Close:22.75
    YTD Return*:2.58%
    Net Assets*:35.55M
    Yield*:1.01%

    * As of 31-May-15

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

    Headlines

    • No Headlines available for PLBBX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    STZ3.43N/A
    NXPI2.82N/A
    SYF2.43N/A
    V2.28N/A
    AAPL2.10N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:35.55M
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):1.25%

    Performance & Risk

    YTD Return:2.58%
    5y Avg Return:10.04%
    Rank in Category (ytd):68
    % Rank in Category (ytd):7.11%
    Beta (3y):1.02
    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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