PLBBX Mutual Fund

NAV$39.57

AUM$33M

TER1.44%

Holdings68

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PLBBX Mutual Fund

NAV$39.57

Plumb Balanced Fund Investor Class

AUM$33M

TER1.44%

Holdings68

See how much of PLBBX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Top Countries

#	Country	Region	Allocation
1	United States	North America	93.41%
2	Bermuda	North America	3.13%
3	Netherlands	Europe	1.99%
4	Canada	North America	1.38%

PLBBX Mutual Fund Geographic Allocation

PLBBX geographic allocation spans United States (93.4%), Bermuda (3.1%), Netherlands (2.0%), Canada (1.4%). The fund covers 2 regions.

PLBBX country exposure helps investors assess international diversification and geopolitical risk. PLBBX sectors alongside geography give a fuller picture of portfolio allocation.