PLIBX Mutual Fund (Plumb Balanced Fund Institutional) is managed by Plumb Funds with $30.8M in net assets. PLIBX expense ratio is 1.19%, holding 59 positions across sectors including Information Technology, Other, Industrials. Inception date: 2020-08-03.

PLIBX performance shows a YTD return of 10.09%. The 1-year return is 17.10% and the 5-year return is 7.81%. PLIBX dividend yield stands at 8.66%, paid annually.

PLIBX top holdings include Nvidia Corp (6.3%), Modine Manufacturing Company (4.5%), Alphabet Inc series C (4.3%), Aar Corp (3.5%), Mastercard Incorporated Class 'A' (3.2%). View all PLIBX holdings, sector breakdown, or dividend history.

PLIBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PLIBX alternatives are available via the screener, along with tax-loss harvesting opportunities.