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    Plumb Balanced (PLBBX)

    22.41 Up 0.05(0.22%) Jan 26
    Prev Close:22.36
    YTD Return*:10.41%
    Net Assets*:34.71M
    Yield*:1.04%

    * As of 31-Dec-14

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

    Headlines

    • No Headlines available for PLBBX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    STZ2.98-0.68
    V2.271.08
    ISRG2.14-0.64
    NXPI2.100.54
    DFS2.08-0.20

    Fund Basics

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

    Performance & Risk

    YTD Return:10.41%
    5y Avg Return:9.17%
    Rank in Category (ytd):6
    % Rank in Category (ytd):0.69%
    Beta (3y):1.09
    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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