About PLIEX
The Plumb Equity Fund Institutional Class is a mutual fund focused on growth-oriented investment strategies, targeting long-term capital appreciation by primarily investing in equity securities. Managed by Wisconsin Capital Funds, Inc., this fund allocates at least 80% of its assets to a diversified portfolio of generally high-quality, undervalued companies, as determined by the portfolio managers’ evaluation of intrinsic value. The fund emphasizes growth among larger, established companies, and its top holdings often include major leaders in technology, financial services, and healthcare sectors, such as NVIDIA, Visa, Intuitive Surgical, Mastercard, VSE Corporation, Alphabet, MercadoLibre, Apple, and Autodesk. The Plumb Equity Fund Institutional Class seeks to outperform or closely track composite benchmarks comprising the S&P 500 and MSCI EAFE indices. While the fund is structured for institutional and larger retail investors, its strategy and focus on long-term value have made it a notable participant among large growth funds, particularly for investors seeking differentiated exposure to growth-oriented equities with a disciplined valuation approach. Fees for the Institutional Class are typically lower than other share classes within the fund family, reflecting its suitability for larger investment accounts.
Fund Family Plumb Funds
Category Multi-Cap Growth
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol PLIEX
Share Class Institutional Shares
Index S&P 500 TR
PLIEX had a total return of 16.13% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.21%.
