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Plumb Balanced (PLBBX)

20.94 Up 0.04(0.19%) Apr 17
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Prev Close:20.90
YTD Return*:1.99%
Net Assets*:33.35M
Yield*:1.40%

* As of 31-Mar-14

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

Headlines

  • No Headlines available for PLBBX at this time.

Top Holdings

Symbol% AssetsYTD Return %
STZ3.0721.27
ALPS Alerian MLP ETF2.65-3.40
V2.278.35
QCOM2.256.80
ENB.TO2.125.95

Fund Basics

Morningstar Overall Rating:
Total Assets:33.35M
Category:Moderate Allocation
Annual Report Expense Ratio (net):1.25%

Performance & Risk

YTD Return:1.99%
5y Avg Return:12.70%
Rank in Category (ytd):31
% Rank in Category (ytd):3.36%
Beta (3y):1.20
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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