PLIBX Mutual Fund
PLIBX Mutual Fund
NAV$39.83
AUM$32M
TER1.19%
Holdings68
See how much of PLIBX you already own
PLIBX Mutual Fund
NAV$39.83
Plumb Balanced Fund Institutional
AUM$32M
TER1.19%
Holdings68
See how much of PLIBX you already own
PLIBX Mutual Fund Top Holdings
PLIBX holdings top 10 positions. The top 10 holdings account for 28.2% of the fund, led by Citigroup Inc., Series Ii, 6.25% at 3.7%, The Bank Of New York Mellon Corporation Series K Variable Rate at 3.2%, Corebridge Financial, Inc., 6.375%, Due 12/15/2064 at 3.1%.
PLIBX portfolio concentration is well-diversified, with the top 10 representing 28.2% of total assets. The largest sector exposure is Financials at 3.8%.
PLIBX sectors provide a detailed breakdown. PLIBX overlap shows how holdings compare to other funds in your portfolio.


