PLIBX Mutual Fund

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, Industrials, Financials. Inception date: 2020-08-03.

PLIBX performance shows a YTD return of 9.02%. The 1-year return is 13.18% and the 5-year return is 6.07%. PLIBX dividend yield stands at 8.68%, paid annually.

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

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