PLBBX Mutual Fund

PLBBX Mutual Fund (Plumb Balanced Fund Investor Class) is managed by Plumb Funds with $36.2M in net assets. PLBBX expense ratio is 1.44%, holding 59 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2007-05-24.

PLBBX performance shows a YTD return of 8.87%. The 1-year return is 12.91% and the 5-year return is 5.82%. PLBBX dividend yield stands at 8.59%, paid annually.

PLBBX top holdings include Nvidia Corp. (6.3%), Modine Manufacturing Company (4.5%), Alphabet Inc. C (4.3%), Aar Corp (3.5%), Mastercard Inc (3.2%). Go to all PLBBX holdings, PLBBX sectors, or PLBBX dividends.

PLBBX can be compared against other funds. Use PLBBX overlap to find shared positions, or PLBBX vs another fund for a side-by-side view. PLBBX alternatives are available via the screener, along with tax-loss harvesting opportunities.