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    Plumb Balanced (PLBBX)

    20.18 Down 0.36(1.75%) Feb 8
    Prev Close:20.18
    YTD Return*:-4.74%
    Net Assets*:31.32M
    Yield*:0.74%

    * As of 31-Jan-16

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

    Headlines

    • No Headlines available for PLBBX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    STZ4.26N/A
    AGN3.27N/A
    SYF2.96N/A
    V2.88N/A
    PTLA2.54N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:31.32M
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):1.25%

    Performance & Risk

    YTD Return:-4.74%
    5y Avg Return:5.58%
    Rank in Category (ytd):93
    % Rank in Category (ytd):9.89%
    Beta (3y):1.08
    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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