PLBEX Mutual Fund

PLBEX Mutual Fund (Plumb Equity Fund Investor Class) is managed by Plumb Funds with $17.3M in net assets. PLBEX expense ratio is 1.50%, holding 30 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2007-05-24.

PLBEX performance shows a YTD return of 9.90%. The 1-year return is 13.46% and the 5-year return is 5.51%. PLBEX dividend yield stands at 4.50%, paid annually.

PLBEX top holdings include Advanced Micro Devices Inc (13.1%), Nvidia Corp. (12.2%), Alphabet Inc.Class A (7.8%), Vse Corp (6.1%), Aar Corp [Air] (5.8%). Go to all PLBEX holdings, PLBEX sectors, or PLBEX dividends.

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