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 Dow Down 0.42% Nasdaq Down 0.05%

Plumb Balanced (PLBBX)

21.87 Down 0.05(0.23%) Jul 29
Prev Close:21.87
YTD Return*:6.52%
Net Assets*:34.52M
Yield*:1.34%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for PLBBX at this time.

Top Holdings

Symbol% AssetsYTD Return %
STZ2.8025.58
ALPS Alerian MLP ETF2.7510.83
ENB.TO2.138.42
QCOM2.0631.67
SLB2.0523.84

Fund Basics

Morningstar Overall Rating:
Total Assets:34.52M
Category:Moderate Allocation
Annual Report Expense Ratio (net):1.25%

Performance & Risk

YTD Return:6.52%
5y Avg Return:11.29%
Rank in Category (ytd):17
% Rank in Category (ytd):1.95%
Beta (3y):1.21
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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