PLAEX Mutual Fund
PLAEX Mutual Fund
NAV$31.23
AUM$64,653.96
TER1.50%
Holdings30
See how much of PLAEX you already own
PLAEX Mutual Fund
NAV$31.23
Plumb Equity Fund Class A
AUM$64,653.96
TER1.50%
Holdings30
See how much of PLAEX you already own
PLAEX Mutual Fund Top Holdings
PLAEX holdings top 10 positions. The top 10 holdings account for 35.3% of the fund, led by First Trust Nasdaq Buywrite Income ETF at 3.7%, JPMorgan Nasdaq Equity Premium Income ETF at 3.6%, Ft Vest Rising Dividend Achievers Target Income ETF at 3.6%.
PLAEX portfolio concentration is moderate, with the top 10 representing 35.3% of total assets. The largest sector exposure is Financials at 17.1%.
PLAEX sectors provide a detailed breakdown. PLAEX overlap shows how holdings compare to other funds in your portfolio.







