About PLBEX
Plumb Equity Fund Investor Shares is a mutual fund focused on long-term capital appreciation by investing primarily in equities. It follows a growth-oriented strategy, typically allocating at least 80% of its assets to stocks, including the potential use of borrowings for investment purposes. The fund concentrates on high-quality companies, often in sectors such as technology, healthcare, financial services, and consumer defensive industries. Its top holdings have recently included major names like NVIDIA, Alphabet, Apple, Visa, and Microsoft, reflecting a tilt toward large, innovative U.S. companies. Managed under the tradition of Wisconsin Capital Management, the fund aims to deliver solid, risk-adjusted returns, though it carries a higher expense ratio relative to peers. The Plumb Equity Fund plays a role in providing investors access to a diversified portfolio of growth-oriented equities, seeking to outperform broad market indices over time while maintaining a disciplined approach to company selection and risk management.
Fund Family Plumb Funds
Category Multi-Cap Growth
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol PLBEX
Share Class Investor Shares
Index S&P 500 TR
PLBEX had a total return of 15.41% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.31%.
