PLBEX Mutual Fund

PLBEX Mutual Fund (Plumb Equity Fund Investor Class) is managed by Plumb Funds with $17.9M 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 12.73%. The 1-year return is 13.88% and the 5-year return is 4.98%.

PLBEX top holdings include Advanced Micro Devices Inc (13.1%), Nvidia Corp (12.2%), Alphabet Inc (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.